positivesolutions
purpose is "To help our clients, Understand, Protect and Increase their Assets". Because of our shared values, we call our IFAs Partners, and this also refers to
staff and directors. As a Private Client the service you can expect from me is summarised below.
As a positivesolutions
IFA Partner I will:
- Give impartial, independent advice
- Act on your behalf at all times, not on the behalf of any other product or
service provider. I am your adviser and must always put you first
- Be honest and transparent in my dealings with you
- Supply you with written Terms of Business before engaging in any advice for you
- Provide for you, in writing, a report or letter explaining my reasons for
any recommendations
- Be qualified as an experienced financial planner, which means I have passed
(as a minimum) the Chartered Insurance Institute’s full Financial Planning
Certificate examinations
- Be deemed financially Fit and Proper to conduct investment business
- Be subject to ongoing examination of my Fit and Proper status
- Seek to increase my own knowledge and professionalism by undertaking
Continuous Professional Development
- Be part of a larger organisation of similar professionals and product specialists
ensuring that their clients have access at all times to up to date information,
products and services
- Have access to leading technology to assist in the research and
administration on behalf of clients
- Provide you with access to the positivesolutions
organisation and any data
held by the organisation on your behalf
The IFA partner presenting this
Partnership Code is an IFA partner of Positive Solutions (Financial Services)
Ltd. which is regulated by the Financial Services Authority. Positive
Solutions, Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY.
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