Business Details
18 Years
experience
Trusted Chartered Financial Advisers in Somerset
At Positive Wealth Creation, we are dedicated to helping individuals and families achieve financial security and prosperity through tailored financial planning solutions. With over 60 years of combined experience, our team of Chartered Financial Planners specialises in retirement planning, pension management, and wealth preservation. Our approach prioritises impartial advice, ethical practice, and a deep understanding of each client's unique circumstances. Recognised as Somerset's only Top Rated Chartered Firm by VouchedFor, we pride ourselves on delivering exceptional service and measurable results.Our clients, ranging from local community members to leaders in regional and national organisations, trust us to navigate complex financial decisions with clarity and confidence. By maintaining Chartered status with the Chartered Insurance Institute since 2008, we uphold the highest standards of professionalism and capability. Through continuous innovation and a commitment to client education, we empower our clients to make informed decisions that align with their long-term goals.
Services
Retirement Planning
Pension Management
Wealth Creation
Estate Planning
Tax-Efficient Investing
Judicial Pension Advice
Financial Reviews
Inheritance Tax Planning
Risk Management
Cashflow Modelling
Details
- Year established: 2008
Highlights and features
- We offer over 60 years combined experience in financial planning.
- Our team holds Chartered Financial Planner status, the industry's gold standard.
- Specialists in Judicial Pension Scheme advisory services.
- Proven track record with 100% client satisfaction in recent surveys.
- Personalised financial strategies tailored to individual life goals.
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Full confidence in him
Best interests looked after
Secure financial future
Honest advice received
Trusted with our money
Services
Retirement Planning
Our retirement planning service helps clients transition smoothly into retirement by creating tailored strategies that maximise income while minimising tax liabilities. We analyse existing pension arrangements, recommend consolidation options, and develop sustainable withdrawal plans. With expertise in judicial pension schemes and complex retirement scenarios, we ensure clients maintain financial security throughout their retirement years while preserving wealth for future generations.
Wealth Management
Wealth management solutions focus on growing and preserving assets through diversified investment strategies tailored to individual risk profiles. Our approach combines tax-efficient investing, portfolio optimisation, and regular performance reviews. We specialise in helping high-net-worth individuals and professionals build long-term wealth while maintaining liquidity for immediate needs and opportunities.
Estate Planning
Estate planning services ensure wealth transfers align with client wishes while minimising inheritance tax liabilities. We coordinate wills, trusts, and gifting strategies with input from legal professionals. Our specialists address complex scenarios including blended families, business succession, and cross-border assets to protect family legacies and charitable intentions.
Tax-Efficient Investing
Tax-efficient investing strategies maximise returns by utilising available allowances and exemptions. We specialise in ISA optimisation, capital gains tax planning, and pension contribution strategies. Our team stays current with legislative changes to ensure clients benefit from the most advantageous tax frameworks while maintaining compliance.
Financial Reviews
Regular financial reviews ensure ongoing strategies remain aligned with evolving goals and market conditions. We conduct comprehensive assessments of investment performance, risk coverage, and progress toward objectives. These reviews include adjustments for life changes, regulatory updates, and emerging opportunities to maintain optimal financial positioning.
People
Jenni Turco
Founder
Jenni Turco established Positive Wealth Creation in 2008 with a vision to provide ethical financial planning. She has over 25 years' experience in the industry and specialises in retirement income strategies. Jenni leads our team with a commitment to client-centric service.
Alex Turco
Operations Director
Alex Turco oversees daily operations and client service delivery. With 18 years in financial services, he specialises in pension consolidation and tax-efficient planning. Alex ensures our processes maintain the highest standards of efficiency and client satisfaction.
Sioned James
Senior Paraplanner
Sioned James provides technical support and research for client strategies. A qualified Chartered Financial Planner, she specialises in investment analysis and regulatory compliance. Sioned contributes to our thought leadership through industry publications and client education.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including pension consolidation, income strategies, and tax-efficient withdrawals tailored to individual needs.
Are you specialists in Judicial Pension Schemes?
Yes, we have dedicated expertise in Judicial Pension Scheme advisory services, helping members maximise their pension benefits.
How do you ensure financial plans remain current?
We offer regular reviews and updates to ensure financial strategies adapt to changing circumstances and market conditions.
What makes Chartered Financial Planners different?
Chartered status represents the highest industry standards, requiring ongoing professional development and ethical practice.
Do you offer investment management services?
Yes, we provide tailored investment solutions aligned with risk profiles and long-term financial objectives.
How are fees structured for financial advice?
Our fee structure is transparent and discussed upfront, with options for fixed fees or ongoing advisory charges.
Reviews (3)
Lauren Hill
Jul 28, 2018
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Rude, demissive and unfriendly wouldn't go here again if they paid me! Negative wealth shove off more like.
BoS FoodFestival
Jul 07, 2018
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Supportive, collaborative and a real heart of the community. This family run business invest their time and money in community projects for the benefit of others. Proper heart of gold 5*
Sally Turner
May 03, 2018
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Trustworthy, helpful and a very professional service. Have used this company for over 30 years . Excellent
