What are the 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

Positive Wealth Creation Ltd

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Positive Wealth Creation Ltd

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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.

15/10/2026

ESG investing is not always black and white.

A company might operate in a sector you would usually avoid, while also investing heavily in areas that support positive change.

That is why it can help to think carefully about your own boundaries, the areas you will not compromise on, and where you may be willing to accept some trade-offs.

Read our latest blog, linked below, to discover how you could navigate the grey areas of ESG investing.

https://pwcltd.co.uk/how-to-navigate-the-grey-areas-of-esg-investing/

14/10/2026

3 psychological reasons you might prefer cash to investments:

1. Market movements can make investing feel uncertain
2. The fear of losing money could mean you favour cash
3. Cash is tangible, which may make it feel safer

Read our blog, linked below, to learn more about why cash might feel safer, and the potential impact of overlooking investing.

https://pwcltd.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

13/10/2026

Are your goals actually your own?

It can be easy to follow the path that feels expected, whether that means climbing the career ladder, retiring in a certain way, or working towards milestones that seem like the obvious next step.

But taking time to think about what you genuinely want could help you make more intentional decisions about how you use your time and money.

Read our latest blog, linked below, to discover how a financial plan could help you set meaningful life goals.

https://pwcltd.co.uk/how-to-stop-following-the-crowd-and-set-meaningful-life-goals/

08/10/2026

5 useful tips for avoiding headline-driven decisions ahead of the Budget:

1. Limit your exposure to the news and social media
2. Remember that speculation isn’t the same as policy
3. Keep in mind that not all potential changes will be relevant to you
4. There’s often a transition period before new policy is introduced
5. Build in a delay before you act on decisions

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

https://pwcltd.co.uk/6-useful-tips-for-avoiding-headline-driven-decisions-ahead-of-the-budget/

07/10/2026

In our fast-paced, screen-heavy world, finding simple ways to boost health and bring people closer can feel surprisingly challenging.

Yet, research shows that regular outdoor activity and strong social connections are two of the biggest drivers of childhood happiness and long-term wellbeing.

Sometimes, the best remedy is simply going for a walk.

To discover how the Dutch tradition of avondvierdaagse could inspire your family to get moving, click the link below.

https://pwcltd.co.uk/the-dutch-walking-tradition-that-your-family-could-learn-from/

06/10/2026

Are you neglecting your personal finances in favour of focusing on your company?

Your business may be among your largest financial assets, but it is important to remember that your personal finances exist separately.

Taking time to review your own financial plans can help you make more informed decisions and ensure your personal goals remain on track.

Read our blog, linked below, to discover 5 important tasks you should consider completing this year if you haven't already.

https://pwcltd.co.uk/the-personal-finance-tasks-business-owners-should-complete-before-the-end-of-2026/

01/10/2026

1 in 5 savers aged over 65 are passing on cash to their loved ones to reduce a potential Inheritance Tax bill, according to Paragon Bank.

However, gifting assets during your lifetime does not always mean they are immediately outside your estate.

Some gifts may be treated as potentially exempt transfers, which means they could still be liable for Inheritance Tax if you pass away within seven years.

Read our blog, linked below, to understand when Inheritance Tax could apply to gifts.

https://pwcltd.co.uk/explained-when-inheritance-tax-could-apply-to-gifts/

30/09/2026

2 upcoming ISA changes you should be aware of:

1. The Cash ISA limit will reduce to £12,000 for under-65s
2. Interest earned on cash held in non-cash ISAs will be subject to 22% tax

Although ISAs remain a popular and tax-efficient way to save and invest, these changes could affect how you use your allowance from April 2027.

Read our blog, linked below, to find out how the changes could affect you.

https://pwcltd.co.uk/2-upcoming-isa-changes-you-should-be-aware-of/

29/09/2026

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its epic scenes, superb acting, and attention to detail.

On the 25th anniversary of the new era of Tolkien mania, we're exploring the lasting legacy the celebrated author left behind.

Beyond his astonishing works, he also set up the Tolkien Estate, designed to manage his fortune and ensure his name lived on.

To discover 4 estate planning lessons you could take from J.R.R. Tolkien, click the link below.

https://pwcltd.co.uk/4-estate-planning-lessons-you-could-learn-from-jrr-tolkiens-legacy/

24/09/2026

Scammers stole almost £1.3 billion in 2025, according to an article from the BBC.

That's nearly eight cases of fraud reported, on average, every minute.

Spotting a scam could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

See whether you'd recognise 7 signs of a potential scam in our latest blog, linked below.

https://pwcltd.co.uk/why-spotting-a-financial-scam-could-be-harder-than-you-think/

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

Website

http://www.pwcltd.co.uk/

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