Awards and prizes
We’re delighted to have been recognised for our commitment to excellence by some of the financial services industry’s most prestigious organisations.
VouchedFor Top Rated Firm 2024 – 2025
Chartered Insurance Institute Chartered Financial Planners 2008 – present
Parliamentary Review Best Practice Representative – 2019
MoneyAge Awards Financial Adviser of the Year (small to medium firm) – Highly commended – 2016
Insurance Institute of Bristol Best Paper in CF8 Long-Term Care Insurance – 2011
Awarded to Alex Turco
Insurance Institute of Bristol Best Completion of the Advanced Financial Planning Certificate – 2002
Awarded to Jenni Turco
Insurance Institute of Bristol High performance in G10 Taxation and Trusts – 2000
Awarded to Jenni Turco
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.
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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.
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