How we help you

Whatever your financial needs, you’ll want to work with someone you can trust, and above all feel that you’re being understood. With us, you’ll benefit from a team with over sixty years’ combined experience in helping people make intelligent choices based on impartial research.

Our clients range from members of the local community to leaders of regional and national organisations, and we have a particular specialism in the Judicial Pension Scheme. Whatever your background, after working with us, you’ll know what actions to take to get to where you want to go.

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Why you need Chartered Financial Planners

The prestigious title of Chartered Financial Planners represents the gold standard of professionalism and capability. We’re proud to have been granted this exclusive award each year since 2008.

Chartered status is awarded by the Chartered Insurance Institute (CII), subject to an annual reassessment. This means you’re working with a business, meeting a ‘Gold Standard’ relating to professionalism and capability. We follow a demanding code of ethical practice with your best interests at heart.

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What our clients say

Read testimonials from some of our valued clients and learn more about the help we can offer.

Working with Alex is absolutely superb; we have full confidence in him.

Gareth & Gwen James

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My wife and I are confident that our best interests are being looked after.

Graham Tottle

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I feel confident about our financial future, thanks to Jenni.

James Raffle

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We feel secure about our financial future, thanks to Positive Wealth.

Rich & Rob Yarwood

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We trust that Positive Wealth are looking after our money in the best way possible.

Christine & Andrew Raffle

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We feel content about our financial future, thanks to the honest advice received from Positive Wealth Creation.

Jonathan & Diana Wyatt

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Our client survey results

See what our valued clients had to say about their experience of working with us.


of clients believe that working with us has helped or will help them to achieve their financial goals


of clients would recommend us to their friends, family or colleagues


of clients were very satisfied that we understand their needs and objectives

Latest updates…

Read the latest news, views, and expert analysis.