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

Rich:
Hi there, my name’s Rich Yarwood. I’m a dairy farmer in Cheshire and we’ve been clients of Positive Wealth Creation for 20 or 30 years now, from when I was a young man through to Robert, my son, who has joined me in the business.

Rob:
We got in touch with Positive Wealth Creation, mainly just for some reassurance about the future, and also to try and build some security in our lives in case anything unforeseen were to happen.

Rich:
It’s a family business like we are, so you’ve got that trust that gives you the feeling that your assets are being looked after. But granted, they’ve got so many connections throughout the industry from their vast experience, that we’re able to relax, and know that the money is being well invested.

Rob:
Working with Positive Wealth Creation gives me a sense of security in my future.

I feel like when I signed my pension up, there were lots of options for me to look at, and they really did make it easy for me. They guided me through it bit by bit, and I’m glad I’ve chosen to go with them, to be honest.

Rich:
Positive Wealth Creation are dependable, trustworthy, and very competent.

Rob:
For my financial future, obviously, I’m still young and I’ve got a lot of working years ahead, but I am just feeling that if anything was to happen to me, I’ve basically been building something through my pension, and I’ll look to get a life insurance policy with them in the future, I’m sure.

Rich:
One of the best things about working with Positive Wealth Creation is their friendly family relationship. They’re always available, and whether it’s by phone or email, even through the pandemic, they kept going, they’ve not hidden away. So that’s a great help.

The best advice I’ve had from Positive Wealth Creation has been to keep a diverse range of investments, really. If I’m going to place that money away from our own control, then make sure it’s spread around. Yeah, you want some gain, but you also want the security that it’s not going to be frittered away.

Rob:
I’d fully recommend Positive Wealth Creation. They’re a family-run business with such a vast amount of knowledge, and I feel that with Alex and his mother Jenni at the helm, no stone is left unturned, and I wouldn’t be with anyone else.