Meet Cerys

My day to day role includes researching products and providers to help find the most suitable product for our clients. I use software analytic tools to conduct our quarterly product guide research. I help prepare annual reports, suitability letters and gather platform documents ready for the advisers meetings. A key part of my role is staying up to date on financial matters. This enables me to update our Monthly Commentaries and Fund Bulletins.

I enjoy being part of such a hard working team. I am currently undertaking exams to achieve my Diploma in Regulated Financial Planning.

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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