Positive Solutions

In order to provide the highest standards of financial advice to my clients, I choose to work in partnership with Positive Solutions.

Working within Positive Solutions allows me to use my local expertise, while benefiting from the support that comes from being part of a national organisation.

Positive Solutions opened its doors for business in 1997 and is one of the UK’s leading financial advice firms. Founded on the vision that too many consumers weren’t receiving the financial service or level of choice they deserved, it grew rapidly by teaming up with like-minded finance professionals who wanted to be part of a progressive company and only provide the highest standards of advice.

This ongoing success story, and a shared belief in delivering great customer solutions, led to Positive Solutions being acquired by Intrinsic Financial Services in 2013. Intrinsic, part of Quilter, is one of the leading distributors of financial advice services in the UK with more than 3,300 advisers looking after the interests of customers nationwide.

You also enjoy the reassurance that comes from knowing I abide by the
Positive Solutions client charter:


 I aim to provide a fully comprehensive service to all of my clients
 I am confident that i will deliver a high-quality service that will be among the best in the financial services industry
 I continually strive to improve my professionalism through personal development
 I follow the principles of treating customers fairly set out by the Financial Conduct Authority
 If any material interest or conflict of interest should arise in business that I am arranging for you, i will let you know and ask for your consent before I carry out your instructions
 My processes and procedures follow the guidelines as laid down by Positive Solutions which is authorised and regulated by the Financial Conduct Authority
 I like to treat my clients as I would expect to be treated. I like to hear how I’ve performed so please feel free to let me know
 If you are ever dissatisfied with the service you’ve received I will do my best to put it right.

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