Mark Curtis IFA - Positive Solutions

Independent Financial Adviser  Poplar Farm, Bristol, South Gloucestershire, BS37 9XY
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FCA authorised
Last authorised 14th June 2021
As a self-employed IFA, my aim is to offer you a thoroughly professional, highly individual service.
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 & 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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Wealth management
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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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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Mark Curtis Dip FA, MIFS
IFA Partner
About us

The role of an Independent Financial Adviser (IFA) is to help individuals to meet those requirements. As an IFA, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. My job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.

As a self-employed IFA, my aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.

Our services

I believe that I have been successful for a number of reasons. I have been dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I have been able to offer the most suitable products combined with tailored advice to my clients.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Poplar Farm, Yate Road, Iron Acton, Bristol, South Gloucestershire, BS37 9XY

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