Why choose us?
With more than 60 years’ combined experience in providing financial advice, we can take care of all your financial needs for the long term, not just the here and now.
We’re Chartered Financial Planners
We were one of the first 200 firms in the country to be awarded corporate Chartered status by the Chartered Insurance Institute (CII). This prestigious title demonstrates the highest level of commitment to professionalism and capability, and we’re delighted to have received the award every year since 2008.
Alongside our status as Chartered Financial Planners, we’re proud to have been commended by some of the financial services industry’s most esteemed organisations. Find out more about the prizes and awards we’ve received.
Our awardsWe take care of clients nationwide and from our local community
We’ve been at the heart of our local community since 1987, when under a previous business name, we opened the town centre premises we still use today. Today we’re proud to serve third and fourth generations of families and residents of Burnham-on-Sea, as well as clients from the wider Somerset area and across the UK.
We’re firm believers in the importance of corporate social responsibility and giving something back to both our local area and our industry. Learn more about some of the charitable initiatives we’re delighted to support.
Serving our communityWe’re a well-established family business
Positive Wealth Creation was founded in 2003 by Jenni and Alex Turco. Jenni has been in the financial services industry since the 1970s, with Alex following in Jenni’s footsteps after completing his Oxford University degree in 2000.
Today, Jenni and Alex are supported by a dedicated team of professionals, offering clients a truly personal service. Read more about our team members and the role they play in supporting you.
Get to know usWe offer a fair service for a fair price
Choose us, and you’ll benefit from our simple, six-step financial planning process:
- Introduction
- Discovery
- Analysis
- Recommendation
- Implementation
- Aftercare
Our advice is unbiased and unrestricted. It is based on a comprehensive and fair analysis of all retail products that could be suitable to achieve your future financial well being.
Clients say that with us, they know they’re getting value for money, and that’s exactly what we aim to provide. Find out more about our process and the advantages it could present to you.
Our approach
We’re highly rated on VouchedFor
VouchedFor is the UK’s leading independent review site for financial advisers, mortgage professionals, solicitors, and accountants. Alex Turco, one of our Chartered Financial Planners, is delighted to have received some wonderful VouchedFor reviews for his services from some of our valued clients.
You can read Alex’s VouchedFor reviews in full to see for yourself what our clients had to say.
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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