Positive Wealth Creation Ltd

Positive Wealth Creation Ltd Positive Wealth Creation Ltd are Chartered Financial Planners creating long-term wealth and financial security for clients

As a provider of independent financial advice, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans.

Is lifestyle inflation impeding your ability to reach your goals?Although it's normal to make changes to your lifestyle ...
09/06/2026

Is lifestyle inflation impeding your ability to reach your goals?

Although it's normal to make changes to your lifestyle as your finances improve, it's important to look at what your additional spending is going on and ask: is it making you happier?

Being aware of lifestyle inflation could help you support your future as well as your present. Read our blog, linked below, to spot the warning signs.

https://pwcltd.co.uk/how-to-manage-lifestyle-inflation-to-keep-your-long-term-goals-on-track/

Research suggests that many small business owners and self-employed workers aren't prioritising their retirement and cou...
04/06/2026

Research suggests that many small business owners and self-employed workers aren't prioritising their retirement and could face uncertainty later in life as a result.

However, opening a pension could benefit both you and your business.

Read our blog, linked below, to discover how you can plan for retirement as a small business owner.

https://pwcltd.co.uk/how-to-plan-for-retirement-as-a-small-business-owner/

Amid growing backlash about student loans from graduates, the government has launched an inquiry.According to the BBC, t...
03/06/2026

Amid growing backlash about student loans from graduates, the government has launched an inquiry.

According to the BBC, the Treasury Committee will look at whether the terms of student loans are "reasonable".

Find out what's causing the debate, how your family might be affected, and some ways you could support students or graduates by clicking the link below.

https://pwcltd.co.uk/what-you-need-to-know-about-student-loans-and-supporting-your-family/

Frocester v Bristol live stream:
30/05/2026

Frocester v Bristol live stream:

WEPL Prem 1

5 ways a cashflow model could support your estate plan:1. Assess the impact of gifting during your lifetime2. Decide how...
28/05/2026

5 ways a cashflow model could support your estate plan:

1. Assess the impact of gifting during your lifetime
2. Decide how to pass on your estate
3. Highlight when you might benefit from Inheritance Tax planning
4. Support creating a care plan
5. Test “what if” scenarios

Read our blog, linked below, to learn more.

https://pwcltd.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

At the end of February 2026, the US and Israel launched strikes on Iran.The uncertainty caused by the war has affected m...
27/05/2026

At the end of February 2026, the US and Israel launched strikes on Iran.

The uncertainty caused by the war has affected market confidence, leading to falling prices.

While this market volatility might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Click the link below to find out more.

https://pwcltd.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

Cash can often feel like a "safe" option, because:1. It feels more tangible than alternatives2. You can access it whenev...
26/05/2026

Cash can often feel like a "safe" option, because:

1. It feels more tangible than alternatives
2. You can access it whenever you need it
3. It can seem more stable than other assets

However, inflation can erode the value of your cash in real terms if the interest rate doesn't keep up.

Read our latest blog, linked below, to learn more about why so many people default to cash, and the other options you might want to consider.

https://pwcltd.co.uk/how-psychology-might-affect-your-view-of-cash-and-safety/

Live stream for Bristol Cricket Club: Official v Bridgwater:
23/05/2026

Live stream for Bristol Cricket Club: Official v Bridgwater:

Live stream of today's match powered by NV Play

3 practical reasons small business owners could benefit from a pension:1. A separate pension pot could offer peace of mi...
21/05/2026

3 practical reasons small business owners could benefit from a pension:

1. A separate pension pot could offer peace of mind
2. A pension is a tax-efficient way to save for your retirement
3. Pension contributions may be an allowable business expense

Read our blog, linked below, to find out more.

https://pwcltd.co.uk/how-to-plan-for-retirement-as-a-small-business-owner/

Address

55 Victoria Street
Burnham-on-Sea
TA81AW

Opening Hours

Monday 9am - 1pm
2pm - 5:30pm
Tuesday 9am - 1pm
2pm - 5:30pm
Wednesday 9am - 1pm
2pm - 5:30pm
Thursday 9am - 1pm
2pm - 5:30pm
Friday 9am - 1pm
2pm - 5:30pm

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