Positive Solutions (Financial Services Limited)

Financial Adviser (Restricted Whole of Market) 27 Woodlands, Pickwick, Wiltshire, Corsham, SN13 0DA
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
15th April 2019
18 years experience in providing solutions to clients encompassing Investments, Savings, Pensions, Protection and Inheritance Tax Planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Group pensions
    • Long term care
Meet our advisers
Stephen Hall APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Steve Hall was recommended to us by my parents as he had looked after their financial affairs for several years. Steve came and spent time with my husband and myself, and was always amenable with the timings of his visits as we had young children and worked. We went through lots of issues including saving for our children's future education, along with insurances for my husband should he be unable to work so that we would still be ok financially. Each time we never felt pushed into making a decision, Steve merely gave us the information and advice when asked for and answered lots of questions. We have been saving with his advice into stocks and shares ISA'S, He has invested this money for us so well, that last year we were able to purchase a small car for our daughter to learn to drive in, purely with the profit earned from these investments. What other savings plan would give you this growth in this time?! We could not recommend Steve highly enough to prospective clients, and look forward to working with him for many years to come.
Mr & Mrs Barton, Gloucestershire
For the past nine and a half years Steve Hall has been dealing with our finances. Throughout that time he has provided sound advice, support and encouragement in a very professional and friendly manner to our financial advantage. He takes a keen interest in finding relevant products and constantly watching and reviewing them. We have no hesitation in recommending Steve Hall to anyone who wishes to place their financial affairs with someone that they can trust.
Mr & Mrs Layzell, Bristol
Stephen has been our Financial Adviser since 2002. He has always been very helpful with good sound advice. He is approachable, friendly, puts his clients at their ease and dispenses advice in plain English. He has been particularly helpful over the last year following a diagnosis of Alzheimer's in my husband, sorting out investments without making my husband feel as though he is not being consulted. I could not recommend him highly enough.
Mrs McLusky, Wotton Under Edge
We met Stephen Hall between10 and 15 years ago. Stephen assisted us to invest a modest sum of money and carefully assessed our needs along with the level of risk we were prepared to take. Since those days we have had further cause to use his service and Stephen is always careful to explain where our money is going and what might be the likely, although not guaranteed, outcomes. Stephen will give personal service and will tailor a scheme for each individual; he maintains client confidentiality and can be easily contacted whenever we need him.
Mr & Mrs Mantle, Tewkesbury
We have known Stephen for 12 years and found him to be caring, efficient, knowledgeable , and most important always available.
Mr & Mrs Barnard, Wiltshire
Where to find us

27 Woodlands, Pickwick, Wiltshire, Corsham, SN13 0DA

Make an enquiry
About us

I have been advising clients for over 18 years, and have qualified as a Chartered Financial Adviser that confirms my commitment in providing bespoke advice to my clients taking into account their individual needs and circumstances. I offer a comprehensive professional service offering advice on a variety of products including Pensions, Investments, Protection and annuities / Income Drawdown taking into account the recent changes in pension legislation. My aim is to ensure your financial needs are met as tax efficiently as possible.
I work on a fee basis.
Cost will be discussed at our first meeting, of which is at no cost.
There are other providers of Short-Term Income Protection and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at .
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Our services

Whilst being a Chartered Financial Adviser enables me to advise in most areas, I specialise in helping individuals with pension planning, including pension transfers, income drawdown and annuities, taking into account recent changes in pension legislation. I also specialise in investments, and Inheritance Tax planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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