Positive Solutions (Financial Services Limited)

Independent 76 Ham Lane, Dorset, Ferndown, BH22 9DP
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
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: <phone number hidden> or <phone number hidden> - email: <email address hidden>

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
Minimum mortgage value
£0