Positive Solutions: Altogether Individual

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.

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Creating and conserving wealth for our clients is one of our primary aims. This goes hand in hand with financial independence.

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This extends not only to our clients and employees, but also in the transparent way we deal with others.

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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.

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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.

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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.

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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.

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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.

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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 renumerating 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.

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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.

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