FCA regulated
Appointed Representative of New Leaf Distribution Ltd
100% independent
Whole-of-market, we work for you, not a provider
Owners & directors
You and your company as one joined-up plan
SIPP/SSAS specialists
Buy your business premises through your pension
Choose your service
Why Positive Advisers
Truly independent
Whole-of-market, so you get the right solution, not the one that pays us most.
Refreshingly clear
Everything explained in plain English, with the numbers and costs in writing.
Specialists on hand
From SIPP property to pensions on divorce, we handle the complex cases.
Local and personal, UK-wide
A named adviser who knows your file, in person or online.
How we work: six steps, one direction
1
Engagement
We get to know you, your goals and what matters.
2
Discovery
We build a clear picture of where you are.
3
Research & planning
We model and test the right plan for your risk level and objectives.
4
Presentation
We explain our recommendations clearly.
5
Implementation
We handle the paperwork and put the plan into action.
6
Ongoing review
We keep your plan aligned as life changes.
Good to know: signing our Client Engagement & Services Agreement lets us begin, but triggers no charges. No chargeable work starts until we've agreed a separate Fee Agreement with you, in writing.
What clients say
Verified client reviews from Google, Trustpilot & Facebook
“Great service from Mark. Managed to process all of the paperwork in time for my end-of-year deadline.”
“Over 15+ years Mark has helped with many financial matters and always finds a great solution.”
“Always friendly, honest and sound advice; I feel valued and that my investments and pensions are well looked after.”
5-star client reviews on Google & TrustpilotRead more reviews on Trustpilot →
Book a free consultation with the right adviser for you
Free, no obligation, and no charge until you've seen and agreed our fees in writing.