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.
Our clients benefit from our services because they want to:
• Feel understood;
• Work with someone they can trust;
• Make intelligent choices based on impartial research;
• Know what actions to take to get them to where they want to go.
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.