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 awards

We 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 community

We’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 us

We offer a fair service for a fair price

Choose us, and you’ll benefit from our simple, six-step financial planning process:

  1. Introduction
  2. Discovery
  3. Analysis
  4. Recommendation
  5. Implementation
  6. 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
Reviews and Ratings for Financial adviser Alex Turco, Taunton

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.