10 Reasons Why Positive Solutions
Should Be Your Only IFA Decision
Following our advice process lets us give you the most
suitable advice to meet your needs, goals and aspirations.
We like to think of ourselves as the people who can help
deliver dreams early. Whether this be owning that dream
property on the beach, retiring early or simply protecting
yourself and your family, we have the expertise to help you
every step of the way.
Our Beliefs Harnessing the firm belief that all consumers
have different circumstances dictating their need for
individual and bespoke financial advice, a key strength of
Positive Solutions' philosophy is the ability to respect and
nurture the endeavours and individuality of customers and
staff alike; thus facilitating an environment in which they
can unite to achieve their goals.
1) Independence
In all its forms - independence of thought, independence
from product providers when recommending a product to a
client, independence of the individual so that they are not
manipulated or controlled by others. Also, striving to help
others become financially independent, which in tomorrow's
increasingly economically-driven world will be the only real
guarantee of creating and retaining an independent
lifestyle.
2) Wealth Creation
Creating and conserving wealth for our clients is one of our
primary aims.
This goes hand in hand with financial independence.
3) Honesty
This extends not only to our clients and employees, but also
in the transparent way we deal with others.
4) Simplicity
We design and operate systems that are simple in their
concept and delivery.
Financial planning should be a good experience, which is
easy to understand by the consumer, not a confusing and
jargon-filled nightmare. This means using the right method
to deliver financial planning, which we believe for the vast
majority of people is via face-to-face impartial and
independent advice.
5) Self Reliance
Self-reliance we believe is about having the maturity and
ability to face the true reality of our present situation.
It's not anti-teamwork, but about each of us taking
responsibility for our business and personal lives.
6) Team Working
An essential part of organisational life is the ability to
build strong and highly motivated teams to tackle issues and
run the business. We constantly seek to extend the
parameters of our teams to include other stakeholders - our
members, their clients, our professional connections and
product providers. Solutions brought about through this
process have more breadth and more certainty of success
because of this wider involvement.
7) Winning
Finally, we believe in winning whatever arena we choose to
participate in.
Not just winning, but the way in which we play in order to
win is perhaps more important to us. Winning on behalf of
our clients, means we win for ourselves.
8) Uniqueness
Positive Solutions have designed and built a financial
planning process, which is unique in the UK. This has been
designed to revolutionise the job carried out by our IFA
partners, who are all qualified financial planners.
In doing so, it also revolutionises the way that independent
financial planning can be brought to the consumer, thus
providing benefits to a far wider audience.
9) People
We choose not to sell our services to all sections of the
community, as this would be inappropriate to those consumers
and unprofitable to us. Similarly, we are only looking for
members of our organisation who have a certain profile and
set of attributes. By doing so we are intentionally choosing
not to be all things to all people, preferring to
concentrate on selecting and then developing relationships
with our target audience. Our people are therefore
different, being selected on their ability to not only offer
first-class advice, but also to contribute as true members
of the organisation.
We believe in remunerating fairly and much better than the
market average in order to attract and keep the best people.
We also believe that the consumer is only as happy and
well-served as the person dealing with them. Many
organisations say their people are their major asset. We
differ. People aren't assets - to be bought and sold - they
are individuals dealing with individuals. Treating them in
the right manner creates our strength.
10) Technology
Delivering true value to our clients means using the right
mixture of people and technology. To do so we have invested
heavily in systems specifically designed to both increase
service levels to our clients whilst at the same time
dramatically reducing costs.
For further information view
Futurity
Independent Financial Advisers