Qualifications
Alex Turco
Operations Director & Chartered Financial Planner
Meet Alex
My primary role over the last twenty years has been to enable clients to add life to their years, not just years to their life. I have been fortunate enough during my career to see many plans proposed and delivered, with the results being to the clients’ satisfaction.
In my work as a Chartered Financial Planner, my specialisms are investments, care fee planning, and retirement planning. I am also responsible for ensuring the business is compliant with the requirements of the Financial Conduct Authority.
Away from the business, I am a keen grower of fruit and vegetables, an experienced Cricket Scorer, and like to follow Formula One.
I am a Trustee of the Clifton College Endowment Fund and Treasurer of the Old Cliftonian Society.
I have been involved in many initiatives to improve the economy of Burnham-on-Sea, including leading successful fund raising bids, as well as periods as an officer of the Burnham-on-Sea Chamber of Commerce.
What else you need to know
See details of Alex's credentials in the financial advice profession.
Accreditations
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
Read more“My wife and I are confident that our best interests are being looked after.”
Graham Tottle
Read more“We feel secure about our financial future, thanks to Positive Wealth.”
Rich & Rob Yarwood
Read more“We trust that Positive Wealth are looking after our money in the best way possible.”
Christine & Andrew Raffle
Read more“We feel content about our financial future, thanks to the honest advice received from Positive Wealth Creation.”
Jonathan & Diana Wyatt
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