independent financial advice

Call us on 01278 788646
or email us at


Positive Wealth Creation Ltd

55 Victoria Street
Burnham on Sea
Somerset
TA8 1AW

T: 01278 788646

F: 01278 789237

    • News Announcements

    The office will be closed for the two Bank Holidays in May 2009.

    We held our 2009 Budget Opportunities Seminar on Tuesday, 28th April 2009 from 4.30pm to 6.15pm at Burnham & Berrow Golf Club.

    The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners' title to Positive Wealth Creation Ltd. Chartered status is an exclusive title only awarded to firms, which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings. To date only just over 160 firms have achieved Chartered Financial Planners status nationally, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market. Jenni & Alex are delighted to have received this award, particularly in these turbulent economic conditions.

    Dan's progress:

    We are pleased to announce that Dan Broom has passed the fifth and final part of his Certificate in Financial Planning. This is an excellent achievement at the age of 19!

     

    Welcome

     

    'Creating Long Term Wealth and Immediate Financial Security since 1972’

    Jenni Yarwood started trading in London as a professional financial adviser in 1972, shortly after gaining the B.Sc (Econ) Hons degree. Since then, long-term relationships have been built by helping clients to realise their financial objectives.

    A significant majority of clients have been introduced to us by existing clients and professional firms such as Solicitors and Accountants. Over the years, we have been able to satisfy the specifications of leading members of the regional business community, Judiciary and national organisations. Our clients deal with an Advisory Boutique, not a Discount Investment Broker. We specialise in Financial Planning and Wealth Management, often via Trusts.

    In 2000, Alex Turco joined the J R & M S Turco IFA Partnership straight after gaining a strong 2:1 degree from Jesus College, Oxford, which means that modern technology is a feature of portfolio analysis and construction. The success of this venture inspired the formation of Positive Wealth Creation Ltd. In 2008, the Chartered Insurance Institute awarded the company the title of 'Chartered Financial Planners'. This exclusive award has been received by less than 200 firms in the United Kingdom and is reserved for those businesses meeting rigorous criteria relating to professionalism and capability.

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    Positive Wealth Creation Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 481182

    Positive Wealth Creation Ltd
    Registered Address:
    55 Victoria Street
    Burnham on Sea
    Somerset
    TA8 1AW
    Registered in England, No. 4802683

    The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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