Meet Sioned

My day-to-day role includes working closely with our advisers to gain an understanding of clients’ needs and objectives. The work I do varies each day but broadly includes researching products and providers, writing suitability letters, preparing presentations for meetings, processing via Platforms, and updating IT systems.

In 2022, I won the Insurance Institute of Bristol’s ‘Pandemic Perseverance’ award.

In 2023, I was thrilled to win the “Emerging” category in the Verve Awards.

The thing I enjoy most about my role is providing a helping hand to clients. That could be something as small as helping them to discover a cost saving, right up to allowing them to achieve a lifelong goal they did not think possible.

Emerging award, The Verve Awards 2023 winner Sioned James

Women in Financial Advice Awards nominated logo

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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