About Us
Discover more about our credentials, our commitment to those we work with, and the services we can offer you.
More than sixty years’ combined experience in providing financial advice
We talk with clients at all stages of their decision making, helping with all forms and options from multiple pension providers. Whether you wish to organise a relative’s finances, build a legacy plan, or had a recent cash influx and want to know how to invest, we’re the safe pair of hands you need with the expertise to get you to where you want to go.
Positive Wealth Creation is a family-run business founded in 2003 by Jenni and Alex Turco. Jenni began her career in financial services in the 1970s, with Alex following in Jenni’s footsteps after completing his Oxford University degree in 2000.
Today, we provide independent financial advice to varied client groups, ranging from members of the local community to regional leaders and national organisations. This includes trustees, attorneys and small business owners. As clients introduce us to children and grandchildren, passing on wealth is a natural progression. The financial plans we create for our clients are completely unbiased and unrestricted, and tailor-made to help you achieve your unique goals.
We’re Chartered Financial Planners
The prestigious title of “Chartered Financial Planner” 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 moreMeet the team…
Learn more about each of our team members and the role they play in supporting you.
Meet the teamAn award-winning firm
We’re delighted to have been recognised for our commitment to excellence by some of the financial services industry’s most prestigious organisations. Learn more about the prizes and awards we’re proud to have received.
Read furtherServing our community
Corporate social responsibility is a key focus for us, and we’re proud to be able to give back to our industry and the local area. Find out more about some of the initiatives we’re pleased to support.
Read furtherWhat 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
Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 https://register.fca.org.uk.
Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.
Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://www.financial-ombudsman.org.uk.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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