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
Karl Ward Dip FA
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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value