Positive Wealth Management
PW
Financial Advisors
Positive Wealth Management
Metro Riverside Park, Gateshead NE11 9DJ
# Positive Wealth Management
Positive Wealth Management, based in Gateshead and now part of Prosperis Ltd, is an independent financial adviser firm serving individuals and corporate clients across the UK since 1996. The business provides comprehensive whole-of-market financial guidance tailored to clients' specific circumstances, goals and risk tolerance.
The firm distinguishes itself through a structured four-stage advisory process: understanding your financial situation, analysing and designing strategy, presenting recommendations, and providing ongoing service. This approach empowers clients with transparency and control, allowing them to track progress through market-leading online servicing whilst maintaining the option of face-to-face or Teams-based meetings.
What sets Positive Wealth Management apart is their combination of analytical rigour, accessibility and established professional networks. They manage over £50 million in pensions and investments, demonstrating substantial client trust. Their fee structure is refreshingly transparent—charges are agreed upfront and can be settled directly from investments or invoiced separately. This clarity removes hidden costs and aligns advisers' interests with clients' outcomes.
The firm covers the complete financial planning spectrum: pensions (personal pensions, drawdown, SIPPs, workplace schemes), investments (ISAs, unit trusts, bonds, EIS and VCT schemes), life assurance and protection (income protection, critical illness), and employee benefits. They've proactively embraced regulatory compliance, including Consumer Duty obligations, demonstrating commitment to acting genuinely in clients' best interests rather than treating compliance as a box-ticking exercise.
Positive Wealth Management, based in Gateshead and now part of Prosperis Ltd, is an independent financial adviser firm serving individuals and corporate clients across the UK since 1996. The business provides comprehensive whole-of-market financial guidance tailored to clients' specific circumstances, goals and risk tolerance.
The firm distinguishes itself through a structured four-stage advisory process: understanding your financial situation, analysing and designing strategy, presenting recommendations, and providing ongoing service. This approach empowers clients with transparency and control, allowing them to track progress through market-leading online servicing whilst maintaining the option of face-to-face or Teams-based meetings.
What sets Positive Wealth Management apart is their combination of analytical rigour, accessibility and established professional networks. They manage over £50 million in pensions and investments, demonstrating substantial client trust. Their fee structure is refreshingly transparent—charges are agreed upfront and can be settled directly from investments or invoiced separately. This clarity removes hidden costs and aligns advisers' interests with clients' outcomes.
The firm covers the complete financial planning spectrum: pensions (personal pensions, drawdown, SIPPs, workplace schemes), investments (ISAs, unit trusts, bonds, EIS and VCT schemes), life assurance and protection (income protection, critical illness), and employee benefits. They've proactively embraced regulatory compliance, including Consumer Duty obligations, demonstrating commitment to acting genuinely in clients' best interests rather than treating compliance as a box-ticking exercise.
Services offered
Personal pensions adviceFlexi-access drawdownSIPPs and pension switchingISAs and unit trustsBonds and offshore investmentsLife assurance and income protectionCritical illness insuranceWorkplace pensions and employee benefits schemes