April 2025 Investment Commentary
April 2025 Investment Commentary Donald Trump’s tariffs have caused a significantly negative reaction in financial markets. This is due to higher process for some US goods, which may stoke inflation,…
Read moreHelping you create wealth and financial security, both now and in the future
Wherever you’re at in your life, you’ll be able to overcome the challenges you face and accomplish your goals thanks to tailor-made financial plans carefully created by us.
How we help you
Whatever your financial needs, you’ll want to work with someone you can trust, and above all feel that you’re being understood. With us, you’ll benefit from a team with over sixty years’ combined experience in helping people make intelligent choices based on impartial research.
Our clients range from members of the local community to leaders of regional and national organisations, and we have a particular specialism in the Judicial Pension Scheme. Whatever your background, after working with us, you’ll know what actions to take to get to where you want to go.
Get to know us
Why you need Chartered Financial Planners
The prestigious title of Chartered Financial Planners represents the gold standard of professionalism and capability. We’re proud to have been granted this exclusive award each year since 2008.
Chartered status is awarded by the Chartered Insurance Institute (CII), subject to an annual reassessment. This means you’re working with a business, meeting a ‘Gold Standard’ relating to professionalism and capability. We follow a demanding code of ethical practice with your best interests at heart.
Learn MoreSomerset's only Top Rated Chartered Firm
We’re delighted to have been included in the 2025 VouchedFor Top Rated Guide. VouchedFor, a site similar to Tripadvisor but for financial services, releases its guide every year to identify the best of the best in financial services.
It is a tremendous honour to be included in the guide, and we are incredibly proud of this achievement.
What being Top Rated means to us
Being VouchedFor Top Rated is a tremendous source of pride for everyone at Positive Wealth Creation. Hear from Alex Turco, our operations director, about what our inclusion in the Top Rated Guide means to us.
What our clients say
Read testimonials from some of our valued clients and learn more about the help we can offer.
“Working with Alex is absolutely superb; we have full confidence in him.”
Gareth & Gwen James
View in full“My wife and I are confident that our best interests are being looked after.”
Graham Tottle
View in full“We feel secure about our financial future, thanks to Positive Wealth.”
Rich & Rob Yarwood
View in full“We trust that Positive Wealth are looking after our money in the best way possible.”
Christine & Andrew Raffle
View in full“We feel content about our financial future, thanks to the honest advice received from Positive Wealth Creation.”
Jonathan & Diana Wyatt
View in fullOur client survey results
See what our valued clients had to say about their experience of working with us.
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of clients believe that working with us has helped or will help them to achieve their financial goals
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of clients would recommend us to their friends, family or colleagues
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of clients were very satisfied that we understand their needs and objectives
Meet the team…
Learn more about each of our team members and the role they play in supporting you.
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