Our Chartered status
The prestigious title of “Chartered Financial Planner” represents the gold standard of professionalism and capability, and we’re proud to have been granted this exclusive award each year since 2008.
Why you need Chartered Financial Planners
Chartered status is awarded by the Chartered Insurance Institute (CII), subject to an annual reassessment. This means you’re working with a business, meeting a ‘Gold Standard’ relating to professionalism and capability. We follow a demanding code of ethical practice with your best interests at heart.
We were one of the first 200 firms in the country to be awarded corporate Chartered status, demonstrating our long-standing commitment to excellence. On top of this, directors Jenni and Alex are both Chartered Financial Planners as individuals, so you can feel confident you’re in safe hands with us.
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
View in full“My wife and I are confident that our best interests are being looked after.”
Graham Tottle
View in full“We feel secure about our financial future, thanks to Positive Wealth.”
Rich & Rob Yarwood
View in full“We trust that Positive Wealth are looking after our money in the best way possible.”
Christine & Andrew Raffle
View in full“We feel content about our financial future, thanks to the honest advice received from Positive Wealth Creation.”
Jonathan & Diana Wyatt
View in fullOur client survey results
See what our valued clients had to say about their experience of working with us.
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of clients believe that working with us has helped or will help them to achieve their financial goals
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of clients would recommend us to their friends, family or colleagues
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of clients were very satisfied that we understand their needs and objectives
Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 https://register.fca.org.uk.
Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.
Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://www.financial-ombudsman.org.uk.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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