Matthew Burman - Positive Solutions
28 Glen Drive, Bristol, BS9




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Type of Adviser:
Independent
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Top 5 specialisms:
Pensions, Lump Sum Investments, Financial Planning - Personal, Life Assurance, Residential Mortgage
Qualifications:
Advanced Certificate in Mortgage Advice and Practice, Certificate in Lifetime Mortgages (IFS), Certificate in Mortgage Advice and Practice (IFS), Investment and Risk, Personal Finance Society Diploma (PFS), Pensions, Investment Portfolio Management, Holistic Financial Planning, Pension funding options, Pension income options, Investment principles, markets and environment, Retirement Options, Pensions Investment Options, Saving and Investment
Years as a regulated adviser:
12
Remuneration method:
Either
FSA Registration Number:
184591 (Check this)


Positive Solutions is one of the UK's largest and leading, award winning IFA firms and offers expert financial advice to both companies and individuals alike. At Positive Solutions we are bound by our Partnership Code to help you understand, protect and increase your assets. You can feel safe in the knowledge that whilst we are financially strong we are also fiercely independent and can offer you a choice of product solutions from the whole of the market. This means you will receive advice that is truly tailored to your particular financial needs and goals. A service that is impartial, independent and personal to you, a service that really is 'Altogether Individual'. Your home may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay by fee rather than commission. The level of fee will vary according to individual circumstances, but will typically be £250 for mortgage advice.


Based in Stoke Bishop, Bristol with clients all over the South of England, I offer a professional, personal service that is uniquely tailored to each client’s individual needs. Practicing as an adviser since 1999 on the full spectrum of financial products I recognise that almost all long-term financial considerations are mutually linked or more often critically dependent. Therefore I offer an holistic approach covering all areas of financial planning. I review clients on an ongoing basis ensuring they have sufficient planning in place for any eventuality whilst helping them to visualise their future and discover the options open to them. With today's busy lifestyles my clients value having a trusting relationship with one professional adviser who takes care of all their financial planning needs incorporating Investments, Retirement planning and Financial Protection. I am married with two young sons and enjoy spending any spare time trying to keep them entertained.