Christine & Andrew Raffle
My name is Andrew Raffle. This is my wife Christine Raffle. We’ve been with Positive Wealth since the end of 2015.
We got in touch with Positive Wealth because we were looking for a financial adviser, and because there are so many out there, we thought we needed somebody we could trust and somebody that could be recommended to us. Both my brother and my parents had used Positive Wealth.
What I was interested in was for them to find a suitable pension company, so that I could put my pension in with them. They did all the research, and they came up with the best suited pension provider.
Knowing that Positive Wealth are in charge of our finances – and specifically Jenni because she’s the person we’ve dealt with – I feel completely secure.
Knowing that she knows the family history and a bit of context and everything like that, that just makes it even better. She knows about my parents, she knows about our children and various family circumstances.
So, all that, plus factoring in the trust element, I feel that is why we’re with them.
Jenni is very good. She gives me a complete breakdown every 12 months. She phones me up periodically to talk about things. I couldn’t want a better financial adviser.
I feel that our future is as secure as it possibly can be.
We don’t know what lies ahead, and the world situation is very volatile at the moment. But we always feel that Positive Wealth have our best interests at heart, that they’re fully on it as regards what is out there, and that they will do their best for us. And I just feel quite secure.
The three phrases and words that I would use to sum up Positive Wealth are trust, commitment, and guidance.
The best thing about working with Jenni and Positive Wealth is that we feel they totally have our best interests in their sights. They are working for us.
I don’t have any doubts about their professionalism, about how they will deal with us. We just know that they are looking after our money in the best way. We don’t have any worries about whether they are doing the best thing for us.
I would definitely recommend Positive Wealth. In fact, we have already recommended Positive Wealth.
Our eldest son now works with Jenni as well. He’s very much earlier on in his financial career than we are, but he’s happy.
I’ve recommended their services to a friend of mine who is a little bit older than me and is widowed, and she is very, very happy as well.
There is nothing else we can add to that beyond saying that we are confident for ourselves, and we feel confident to recommend their services to other people.