Positive Wealth Creation Ltd

Positive Wealth Creation Ltd Positive Wealth Creation Ltd are Chartered Financial Planners creating long-term wealth and financial security for clients

As a provider of independent financial advice, 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.

Amid growing backlash about student loans from graduates, the government has launched an inquiry.According to the BBC, t...
03/06/2026

Amid growing backlash about student loans from graduates, the government has launched an inquiry.

According to the BBC, the Treasury Committee will look at whether the terms of student loans are "reasonable".

Find out what's causing the debate, how your family might be affected, and some ways you could support students or graduates by clicking the link below.

https://pwcltd.co.uk/what-you-need-to-know-about-student-loans-and-supporting-your-family/

Frocester v Bristol live stream:
30/05/2026

Frocester v Bristol live stream:

WEPL Prem 1

5 ways a cashflow model could support your estate plan:1. Assess the impact of gifting during your lifetime2. Decide how...
28/05/2026

5 ways a cashflow model could support your estate plan:

1. Assess the impact of gifting during your lifetime
2. Decide how to pass on your estate
3. Highlight when you might benefit from Inheritance Tax planning
4. Support creating a care plan
5. Test “what if” scenarios

Read our blog, linked below, to learn more.

https://pwcltd.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

At the end of February 2026, the US and Israel launched strikes on Iran.The uncertainty caused by the war has affected m...
27/05/2026

At the end of February 2026, the US and Israel launched strikes on Iran.

The uncertainty caused by the war has affected market confidence, leading to falling prices.

While this market volatility might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Click the link below to find out more.

https://pwcltd.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

Cash can often feel like a "safe" option, because:1. It feels more tangible than alternatives2. You can access it whenev...
26/05/2026

Cash can often feel like a "safe" option, because:

1. It feels more tangible than alternatives
2. You can access it whenever you need it
3. It can seem more stable than other assets

However, inflation can erode the value of your cash in real terms if the interest rate doesn't keep up.

Read our latest blog, linked below, to learn more about why so many people default to cash, and the other options you might want to consider.

https://pwcltd.co.uk/how-psychology-might-affect-your-view-of-cash-and-safety/

Live stream for Bristol Cricket Club: Official v Bridgwater:
23/05/2026

Live stream for Bristol Cricket Club: Official v Bridgwater:

Live stream of today's match powered by NV Play

3 practical reasons small business owners could benefit from a pension:1. A separate pension pot could offer peace of mi...
21/05/2026

3 practical reasons small business owners could benefit from a pension:

1. A separate pension pot could offer peace of mind
2. A pension is a tax-efficient way to save for your retirement
3. Pension contributions may be an allowable business expense

Read our blog, linked below, to find out more.

https://pwcltd.co.uk/how-to-plan-for-retirement-as-a-small-business-owner/

Address

55 Victoria Street
Burnham-on-Sea
TA81AW

Opening Hours

Monday 9am - 1pm
2pm - 5:30pm
Tuesday 9am - 1pm
2pm - 5:30pm
Wednesday 9am - 1pm
2pm - 5:30pm
Thursday 9am - 1pm
2pm - 5:30pm
Friday 9am - 1pm
2pm - 5:30pm

Alerts

Be the first to know and let us send you an email when Positive Wealth Creation Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Positive Wealth Creation Ltd:

Share