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Menu
  • Home
  • About us
    • Our Chartered status
    • Awards and prizes
    • Serving our community
    • Our fees
  • What we do for...
    • Those approaching retirement
    • Those already in retirement
    • Members of the judiciary
    • Those building wealth
  • Why choose us
    • Our approach
  • Client stories
  • Meet the team
    • Jenni Turco
    • Alex Turco
    • Sioned James
    • Suraj Singh
    • Cerys Morgan
    • Jordan Bunt
    • Malcolm Winlow
  • Resources
    • Blog
    • FAQs
  • Personal finance portal
  • Contact us

Blog

Read the latest news, views, and expert analysis.

VouchedFor Certificate of Excellence

Alex has been pleased to receive a VouchedFor Certificate of Excellence. This follows the receipt of 36 reviews with an average score of 4.9 out of 5 during 2022. We…

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Join the team

In 2023 we invite you to join the team at Positive Wealth Creation Ltd! Position: Operations Assistant Location: 55 Victoria Street, Burnham On Sea, Somerset. Salary: Part time, permanent position,…

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We are carbon neutral

Happy New Year from Positive Wealth Creation Ltd As in previous years, we have measured the 2022 carbon emissions of the business. Whilst we continue to take steps to mitigate…

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Investment market update: December 2022

2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead,…

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ESG investing: 6 trends to watch out for in 2023 and beyond

Investing that considers environmental, social, and governance (ESG) issues has gradually become more popular over the last decade. It can be a way to better reflect your values in the…

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What are “stealth taxes”, and how could they affect your wealth?

Over the last few months, you may have heard the term “stealth taxes”. While you may not be affected by changing tax rates or lowered thresholds immediately, your tax bill…

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Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends

When a new tax year starts, your pension Annual Allowance resets. Maximising your allowance could help you reach retirement goals and it can be a tax-efficient way to invest for…

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3 key autumn statement changes you need to be aware of for the new tax year

Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from April. Reviewing your financial plan could help you…

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Estate planning: What is it and why does it matter?

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate…

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Happy Christmas!

Happy Christmas from Positive Wealth Creation Ltd. The business is closed from 5.30pm on Thursday, 22 December 2022 until 9am on Tuesday, 3 January 2023. During this period you can…

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Congratulations Suraj!

A very well done to our colleague Suraj Singh who has passed Chartered Insurance Institute exam R03 on personal taxation. Suraj continues to work towards completed his Regulated Diploma in…

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Christmas Jumper Day

We were pleased to support Save the Children's Christmas Jumper Day earlier this month! Pictured left to right: Alex, Janet, Suraj, Jenni, Jonathan. Sioned was on leave!

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Get in touch

Whatever stage of your decision-making you’re at, we’re here to help. Simply fill in your details below to start your journey with us.

    01278 788646
    enquiries@pwcltd.co.uk

    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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