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Menu
  • Home
  • About us
    • Our Chartered status
    • Awards and prizes
    • Serving our community
    • Our fees
  • What we do for...
    • Those approaching retirement
    • Those already in retirement
    • Members of the judiciary
    • Those building wealth
  • Why choose us
    • Our approach
  • Client stories
  • Meet the team
    • Jenni Turco
    • Alex Turco
    • Sioned James
    • Suraj Singh
    • Cerys Morgan
    • Jordan Bunt
    • Malcolm Winlow
  • Resources
    • Blog
    • FAQs
  • Personal finance portal
  • Contact us

Blog

Read the latest news, views, and expert analysis.

Sioned’s amazing achievement!

We were thrilled to hear that our colleague Sioned James has reached the final three in the "emerging" category of the 2023 Verve Awards. The winner will be announced at…

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Well done, Suraj!

Our congratulations to Suraj Singh who has passed his latest exam! Suraj has been studying hard for Chartered Insurance Institute (CII) R04 on Pensions & Retirement Planning during 2023. The…

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Chartered Financial Planners title renewed

The Chartered Insurance Institute (CII) has confirmed that Positive Wealth Creation Ltd has retained its title as Chartered Financial Planners. Each year, a rigorous reassessment is undertaken, and this is…

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Prize winner visit

This year's winner of the Positive Wealth Creation Ltd best completion in the University of the West of England Personal Financial Planning prize is Vicky Escott. Vicky visited us in…

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Team changes

We are pleased to welcome Cerys Morgan to the team. Cerys undertook a short paid placement in her final year at University of the West of England, and following graduation…

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5 powerful reasons to learn more about your pension today

For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your…

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Care home fees have increased by 10%. Are they part of your long-term plan?

Figures suggest the average cost of a care home is on the rise. While it can be difficult to consider, some people will need care in their later years and…

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Why emotional decision-making could be costing you investment returns

It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your…

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How you could improve tax efficiency by claiming work-related expenses

Have you considered claiming tax relief on work expenses? It could reduce your tax bill and help your money go further. Read on to find out if you could receive…

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Baffling financial jargon means Brits are overlooking ways to boost their wealth

Brits are struggling with financial jargon and aren’t sure where to start with investing. It could mean some people are missing out on opportunities to increase their wealth. A survey…

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A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t…

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Get in touch

Whatever stage of your decision-making you’re at, we’re here to help. Simply fill in your details below to start your journey with us.

    01278 788646
    enquiries@pwcltd.co.uk

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