Jonathan & Diana Wyatt

Diana:

My name is Diana Wyatt. I’m married to Jonathan, and I’ve been involved with Positive Wealth Creation for about 30 years.

Jonathan:

Mike, who was a very jovial fellow but sadly passed away, was an expert in insurance matters, and he dealt with my insurance matters very well.

At a later stage, I moved to Jenny to discuss financial matters and found her very knowledgeable and very useful.

Diana:

I wanted to get some advice from them because I had invested some money that I inherited with another company, and it didn’t seem to be working very well. So, I thought I would move over to the company that Jonathan was using because he was very pleased with them.

Jonathan:

What I could see from Diana’s position was that, and I won’t mention the provider, they were actually losing her money every year. Every year the pot was getting smaller, and I said, “This is useless; you must get hold of Alex, and Alex will put it right,” and he did.

Diana:

Yes, we’ve known them for a long time. They gave me a feeling that they were certainly very professional and knew what they were discussing, and I had every confidence in them, which is why I continue to use them.

Jonathan:

Turning to Alex, he is particularly knowledgeable about ISAs. And by discreetly investing the amount permitted each year, I now get back from ISAs more than the standard State Pension.

Alex has been very flexible. He is on the ball, and he knows what one should do.

Diana:

The best thing about working with Positive Wealth Creation is the care they take in dealing with our affairs and the honesty that they show.

Jonathan:

I feel content about my financial future. I’m sure that Alex and Jenny, and in his time, Mike, were very honest and straightforward in the advice they gave you.

They were prepared to advise you, even if it was against their own personal interest in the amount they would earn. They looked at it very fairly.

Diana:

I would use the words integrity, honesty and knowledge to describe their firm.

I would certainly recommend Positive Wealth Creation. I recommended them to one of my school friends, and I had every confidence in doing that because they’ve helped us tremendously, and we have great confidence in them.