CJS Life - Provided by Robert Wiseman of Positive Solutions (Financial Services) Limited
ABOUT ROBERT WISEMAN
I believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures.
My role as a financial adviser is to help you to meet your financial goals, ensuring that the advice I give you is tailored specifically for your needs. I’ll work with you to understand your current position, and then to create short, medium and long-term strategies to protect and grow your money.
My aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, I want to make sure you have the greatest amount of wealth available to you, when you need it most.
To learn more about how I can help you please call me now
ABOUT POSITIVE SOLUTIONS
In order to provide the highest standards of financial advice to my clients, I choose to work in partnership with Positive Solutions.
Working within Positive Solutions allows me to use my local expertise, while benefiting from the support that comes from being part of a national organisation.
Positive Solutions opened its doors for business in 1997 and is one of the UK’s leading financial advice firms. Founded on the vision that too many consumers weren’t receiving the financial service or level of choice they deserved, it grew rapidly by teaming up with like-minded finance professionals who wanted to be part of a progressive company and only provide the highest standards of advice.
This ongoing success story, and a shared belief in delivering great customer solutions, led to Positive Solutions being acquired by Intrinsic Financial Services in 2013. Intrinsic, part of Old Mutual Wealth, is one of the leading distributors of financial advice services in the UK with more than 3,300 advisers looking after the interests of customers nationwide.
Please read our client charter by clicking here
WHERE I CAN
Your financial situation is unique and so are my services. The approach I take is simple:
I find out all about you
I understand your goals
I get to know your appetite for risk
I then use all the tools and expert knowledge at my disposal to offer you relevant solutions.
Only then can you make an informed choice.
My services are comprehensive too, which means I can offer professional advice across each of the stages of your financial life.
THE STAGES OF YOUR FINANCIAL LIFE WHERE I CAN HELP:
Protecting wealth - protecting you and your family’s standard of living against the unexpected
Property wealth - ensuring the best arrangements for your home, second home or buy-to-let properties
Managing wealth - making the most of tax-efficient investment opportunities so that money is available when you want to spend it
Creating wealth - ensuring you maximise your standard of living for when you do not want to work so hard
Business wealth - helping small and medium-sized enterprises to grow and become more profitable
Preserving wealth - preserving the value of your estate for the benefit of your family
Retaining wealth - retaining more of your hard-earned money legally and ethically
THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU CAN GET BACK LESS THAN YOU INVESTED
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
If you would like help planning for the stages of your financial life please call now.
Contact Number: 07971 458837