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  11. City Wealth Management (a trading style of Positive Solutions)

City Wealth Management (a trading style of Positive Solutions)

Independent Financial Adviser  7 Woodlands Parade, Essex, SS5 4QU
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FCA authorised
Last authorised 1st March 2021
The New Pension Freedom Rules are now with us. Please call us for more information and a quotation...
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Life insurance
Meet our advisers
Our Hockley Office
MR Steve Adams
I F A
About us

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 <phone number hidden> between 8am and 10pm (6 days a week) and your call will be personally answered. (no answer phone or divert to mobile).

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

7 Woodlands Parade, Hockley, Essex, SS5 4QU

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