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Positive Solutions
OUR SERVICES
When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals. Our key areas of activity and expertise appear below.
Philip James Financial Services
CALCULATORS
Get an indication of your likely monthly repayments
Get an indication of whether you have incurred a capital gain
Find out your potential inheritance tax exposure
Get an indication of how much you may be able to borrow
CLIENTS
Client login
Login to your personal client area to view your online portfolio and current details
NEWS
[24/06/10] Positive Solutions - Budget View June 20...
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[27/05/10] Positive Solutions - Finance View Spring...
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PARTNERSHIP LINKS
Positive Solutions is not responsible for the content of any linked site or any link in a linked site.
SERVICES
We offer the following:
SAVINGS AND INVESTMENTS PLANNING
- Investments
- Portfolio Planning
The value of investments can fall as well as rise, and you can get back less than you invested.
RETIREMENT PLANNING
- Pre-retirement planning
- Post-retirement planning
The value of pensions can fall as well as rise, and you can get back less than you invested.
PROTECTING YOUR LOVED ONES
- Income protection
- Life Assurance
TAX PLANNING
- Inheritance Tax Planning
- Tax Efficient Investments
Need more information? View our glossary here