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Positive Wealth Creation Ltd

  • Finance
55 Victoria Street
Burnham On Sea, Somerset TA8 1AW
01278 788646
01278 789287 (fax)
  • About

    Our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans. Typical clients will require assistance regarding investments, pensions, retirement and estate planning.

    Our clients benefit from our services because they want to:
    • Feel understood;
    • Work with someone they can trust;
    • Make intelligent choices based on impartial research;
    • Know what actions to take to get them to where they want to go.

    We have been awarded the prestigious title of 'Chartered Financial Planners' by the Chartered Insurance Institute (CII). Chartered status is granted by the Privy Council and is met currently by around 400 UK firms. This exclusive award is reserved for those businesses meeting a ‘Gold Standard’ relating to professionalism and capability.

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    Thank You to our Patrons