As a provider of independent financial advice to individuals, Trustees, Attorneys, and small businesses, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans. Our client groups are varied: ranging from members of the local community to regional leaders and national organisations.
We have a particular specialism concerning the Judicial Pension. Since 2008, the Chartered Insurance Institute (CII) has awarded the company the title of 'Chartered Financial Planners'. This exclusive award is subject to annual reassessment and is reserved for those businesses meeting a 'Gold Standard' relating to professionalism and capability. This means that we follow a demanding code of ethical practice and places clients' interests at the heart of the advice given.
Retirement Planning is now a holistic service where traditional pension products are compared with other investment options to achieve the goal of financial independence.
We have a particular specialism concerning the Judicial Pension. Since 2008, the Chartered Insurance Institute (CII) has awarded the company the title of 'Chartered Financial Planners'. This exclusive award is subject to annual reassessment and is reserved for those businesses meeting a 'Gold Standard' relating to professionalism and capability. This means that we follow a demanding code of ethical practice and places clients' interests at the heart of the advice given.
Retirement Planning is now a holistic service where traditional pension products are compared with other investment options to achieve the goal of financial independence.
Services
Positive Wealth Creation Ltd was founded in 2003 and is owned by Jenni & Alex Turco.
Jenni began her career in financial services in the 1970s, whereas Alex started upon completing his degree from Jesus College, Oxford in 2000.
Positive Wealth Creation Ltd provides independent financial advice.
This means our advice is unbiased and unrestricted.
It is based on a comprehensive and fair analysis of all retail investment products, which are capable of meeting the investment needs and objectives of clients.
Jenni began her career in financial services in the 1970s, whereas Alex started upon completing his degree from Jesus College, Oxford in 2000.
Positive Wealth Creation Ltd provides independent financial advice.
This means our advice is unbiased and unrestricted.
It is based on a comprehensive and fair analysis of all retail investment products, which are capable of meeting the investment needs and objectives of clients.
Have an existing investment portfolio but be unsure of its progress or whether its composition is consistent with your objectives.
Need to consider additional pension provision to boost your retirement funds or to save income tax.
Want help with the many forms and options from multiple pension providers as retirement is approached.
Have received a recent inheritance, proceeds from a property sale or lottery win, and want to know how to invest the funds.
Wish to protect your family through organising life insurance or making your affairs inheritance tax efficient.
Need to consider additional pension provision to boost your retirement funds or to save income tax.
Want help with the many forms and options from multiple pension providers as retirement is approached.
Have received a recent inheritance, proceeds from a property sale or lottery win, and want to know how to invest the funds.
Wish to protect your family through organising life insurance or making your affairs inheritance tax efficient.
This can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focussing on strategy and goals.
The 30-minute initial contact is at our expense with no obligation.
The objective is to allow you the opportunity to share with us your aims and objectives and allow us to explain how we can assist in achieving your goals.
We use a Risk Profiler Questionnaire in order to help determine your attitude towards investment risk.
The 30-minute initial contact is at our expense with no obligation.
The objective is to allow you the opportunity to share with us your aims and objectives and allow us to explain how we can assist in achieving your goals.
We use a Risk Profiler Questionnaire in order to help determine your attitude towards investment risk.
This section of our site contains guides and calculators to help you think about your financial planning needs.
They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.
Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 481182 http://www.fca.org.uk/register.
Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW.
Registered in England & Wales, No. 4802683.
They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.
Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 481182 http://www.fca.org.uk/register.
Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW.
Registered in England & Wales, No. 4802683.
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