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Positive Solutions
OUR SERVICES
When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of my job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals. My key areas of activity and expertise appear below. If you don’t see a service that you think you want, it is still worth giving me a call – I will be happy to put you in touch with a Positive Solutions IFA Partner who can help you.
John Gaulton
CALCULATORS
Get an indication of your likely monthly repayments
Get an indication of whether you have incurred a capital gain
Find out your potential inheritance tax exposure
Get an indication of how much you may be able to borrow
CLIENTS
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NEWS
[24/06/10] Positive Solutions - Budget View June 20...
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PARTNERSHIP LINKS
Positive Solutions is not responsible for the content of any linked site or any link in a linked site.
SERVICES
We offer the following:
SAVINGS AND INVESTMENTS PLANNING
- Investment Bonds
- Investments
- ISAs
- OEICs and Unit Trusts
- Portfolio Planning
- Savings
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Annuities
- Drawdown
- Group Pensions
- Personal Pensions
- Pre-retirement planning
- Post-retirement planning
- SIPPs
- Stakeholder Pensions
- Executive Pension Planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Critical Illness
- Income protection
- Life Assurance
- Whole of Life
- Business Protection
TAX PLANNING
- Tax Efficient Investments
- Tax Efficient Savings
CORPORATE PLANNING
- Business Protection
- Shareholder/Partnership Protection
- Employee Benefits
- Exit Strategy Planning
- Corporate Investment Services
The value of pensions and investments can fall as well as rise, and you can get back less than you invested.
Need more information? View our glossary here