Business Details
Your Trusted Partner for Financial Planning Solutions
Positive Wealth Creation is a Chartered Financial Planning firm dedicated to helping clients achieve long-term financial security. With over 60 years of combined experience, our team specialises in creating tailored financial strategies for individuals at all life stages, including retirement planning, pension optimisation, and wealth management. Recognised as Somerset's only Top Rated Chartered Firm in 2025, we maintain rigorous professional standards through annual reassessment by the Chartered Insurance Institute.Our client-centric approach combines impartial research with a deep understanding of individual needs, serving both local communities and national organisations. We prioritise ethical practice and transparency, ensuring clients receive advice aligned with their unique circumstances and long-term goals.
Services
Retirement Planning
Pension Advice
Wealth Management
Judicial Pension Schemes
Financial Security
Highlights and features
- We have over 60 years combined experience in financial planning
- Our Chartered status demonstrates adherence to gold standard professionalism
- We specialise in Judicial Pension Scheme optimisation
- We received 63 five-star reviews in 2025 (4.9 average rating)
- We provide impartial advice tailored to individual circumstances
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Absolutely superb
Full confidence
Confident about financial future
Secure about financial future
Honest advice
Services
Retirement Planning
We help clients create comprehensive retirement plans tailored to their individual circumstances. Our approach considers current financial status, future goals, and risk tolerance to develop sustainable income strategies. With expertise in pension freedoms and tax-efficient withdrawals, we ensure clients make informed decisions about their retirement funds.
Pension Advice
Our specialist pension advice covers all aspects of retirement savings. We provide guidance on pension consolidation, judicial pension schemes, and tax-efficient planning. With in-depth knowledge of changing regulations, we help clients maximise their pension potential while minimising tax liabilities through strategic planning.
Wealth Management
We offer holistic wealth management solutions to grow and protect client assets. Our services include portfolio management, tax-efficient investing, and intergenerational wealth transfer planning. We focus on long-term growth strategies aligned with individual risk profiles and financial objectives.
Financial Security
We provide comprehensive financial security solutions to protect clients' wealth and lifestyle. This includes life insurance, critical illness cover, and income protection planning. Our approach ensures clients have appropriate safeguards against unforeseen circumstances while maintaining their financial goals.
Estate Planning
Our estate planning services help clients preserve wealth for future generations. We offer guidance on inheritance tax mitigation, will creation, and lasting power of attorney arrangements. Our strategies ensure assets are distributed according to clients' wishes while minimising tax liabilities.
People
Jenni Turco
Founder
Jenni established Positive Wealth Creation with over 25 years' experience in financial services. She holds the Chartered Financial Planner designation and has been shortlisted for Outstanding Contribution to the Profession awards. Jenni leads our strategic direction and client service standards.
Alex Turco
Operations Director
Alex oversees our operational excellence and client experience. With 20+ years in financial planning, he specialises in retirement income strategies and has received multiple VouchedFor excellence awards. He ensures our processes maintain the highest service standards.
Sioned James
Senior Paraplanner
Sioned provides technical support with her Regulated Diploma in Financial Planning. She won the 2023 Verve Awards' Emerging Category and focuses on creating detailed financial planning proposals that align with client objectives.
Questions
What makes Positive Wealth Creation different from other financial advisers?
We combine Chartered status with over 60 years' collective experience, specialising in judicial pension schemes and retirement planning. Our VouchedFor Top Rated recognition reflects client satisfaction with our transparent, personalised approach.
How do you maintain your Chartered Financial Planner status?
We undergo annual reassessment by the Chartered Insurance Institute, maintaining rigorous professional standards, continuing education, and ethical practice to retain our prestigious designation since 2008.
What fees do you charge for financial advice?
Our fees vary by service complexity. We provide transparent cost breakdowns before starting work, with options for hourly rates, fixed fees, or percentage-based charges for ongoing management.
How do you help clients with retirement planning?
We create tailored retirement strategies considering pension freedoms, tax efficiency, and income needs. Our approach includes cashflow modelling and sustainable withdrawal strategies to ensure financial security throughout retirement.
Can you help with judicial pension scheme optimisation?
Yes, we specialise in judicial pension schemes, providing expert guidance on maximising benefits while maintaining tax efficiency. Our team has extensive experience with this specific pension type.
