Positive Solutions (Financial Services Limited)

Independent Financial Adviser 76 Ham Lane, Dorset, Ferndown, BH22 9DP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • 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
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Estate planning
Meet our advisers
adviser-person
Karl Ward Dip FA
Ifa
Where to find us

76 Ham Lane, Dorset, Ferndown, BH22 9DP

Make an enquiry
About us

Over 26 years industry experience providing face-to-face advice to local clients in the comfort of their own homes. Normally over a minimum of two meetings, the first is all about getting to know you and finding out what your needs are. A further meeting is then agreed to provide the advice/recommendations, before any decisions are made. If you proceed,future ongoing regular reviews will be arranged, as and when required.
Telephone: or - email:

Our services

I have been providing clients with personalised, financial advice for the last 26 years in the local Poole and Bournemouth area, specialising in savings/investments, pensions and annuities/retirement planning and personal protection. What my clients expect of me is an objective, professional and efficient service delivered with a personal touch, without the jargon.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 3276760. VAT registered No. 502 2291 95.
The Financial Conduct Authority does not regulate some commercial and agricultural mortgages, some buy to let mortgages, loans secured on a second charge and advice on some taxation matters.
Registered Head Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY Tel: Fax:

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0.46 mi
We offer complete client management for provide individuals and small businesses dealing in all aspects of financial and estate planning.
 
Independent Financial Adviser 1.34 mi
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
 
Independent Financial Adviser 1.34 mi
We offer expertise, knowledge, integrity and a personal service at a great price.
 
Independent Financial Adviser 1.36 mi
Working with high net worth individuals and business owners to provide great long term financial planning solutions.