Positive Solutions

Independent Financial Adviser  76 Ham Lane, Ferndown town, Dorset, BH22 9DP
First meeting at adviser's own cost
Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
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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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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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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Small business
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Estate planning
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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 life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Karl Ward Dip FA
Ifa

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us
Head office address: 76 Ham Lane, Dorset, Ferndown, BH22 9DP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020

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'We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!'