An independent wealth management firm, built around you
Grow and protect your wealth with independent, whole-of-market advice, portfolios matched to your goals and risk level, and reviewed regularly as life and markets change.
- Truly independent, not tied to any provider
- Matched to your risk and goals
- Ongoing reviews and coaching through the ups and downs
More than picking funds
Good wealth management is more than picking funds, it's clarity, discipline and a plan that keeps working when markets wobble. We profile your risk, build a diversified portfolio (passive, blended or actively managed, your choice, our guidance), forecast your financial future, and stay alongside you with regular reviews. Because we're independent, every recommendation is chosen for you, not sold to you.
How wealth management works with us
Why Positive Advisers for wealth management
What clients say
“Always friendly, honest and sound advice from Positive Advisers; I feel valued and that my investments and pensions are well looked after. Couldn't recommend highly enough.”
“A wealth of knowledge and understanding of how best to manage finances of all levels, clear, honest and warm. Highly recommended.”
“At a crossroads in our financial planning, Mark reviewed everything and gave excellent advice to steer us forward.”
Meet your wealth adviser
Terry Roberts builds and reviews client portfolios around individual goals and risk levels, keeping things clear and grounded.
Wealth management FAQs
How are your portfolios built?
Around your goals and risk profile, diversified to manage risk, using low-cost passive, blended or actively managed approaches as suits you.
What does ongoing advice cost?
Our ongoing services are tiered: Lite (£250/year fixed), Core (0.75%/year, min £750/max £7,500) and Wealth (1%/year, min £1,500/max £15,000). We'll agree the right level with you, in writing.
Are you tied to any provider?
No, we're independent and whole-of-market.