City Wealth Management (a trading style of Positive Solutions)
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
I am a friendly, fully qualified local IFA with over 25 years experience. Your first consultation is free of charge and you are welcome to visit our modern offices in Hockley, Essex or Moorgate, London. Home visits are also possible.
The purpose of our initial meeting is for me to understand your needs, offer you guidance and establish a mutual trust between us.
Please contact us on between 8am and 10pm (6 days a week) and your call will be personally answered. (no answer phone or divert to mobile).
We specialise in Pensions and Investments. Our focus is on the growth and protection of your Assets. We research and identify the best fund managers to achieve the best capital returns whilst respecting your own individual attitude to Investment risk.
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