Over the years, we have been able to satisfy clients ranging from family and friends, members of the local community, regional leaders and national organisations to members of the Judiciary.
Since 2008, the Chartered Insurance Institute (CII) has awarded the company the title of 'Chartered Financial Planners'. This exclusive award has been received by around 700 firms in the United Kingdom and is reserved for those businesses meeting a 'Gold Standard' relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 55 Victoria Street, Burnham on Sea, TA8 1AW
01278788646
Business Name
Positive Wealth Creation Ltd
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Financial AdvisorsServices Offered
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