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Prizes & Awards

Highly commended at the MoneyAge 2016 awards ceremony where the company had been short-listed to win Financial Adviser of the year (small to medium firm)


Jenni Turco with 2016 Positive Wealth Creation Ltd prize winners Robyn Hart and Jonathan Smyth and Evie Chodkiewicz (2016 placement and former Trainee Paraplanner) at the University of the West of England graduation ceremony.


Jenni Turco with 2015 Positive Wealth Creation Ltd prize winner Samuel Bateman-Martin at the University of the West of England graduation ceremony.


Alex & Jenni with Personal Finance Society Chief Executive, Fay Goddard at the Chartered Insurance Institute’s Chartered Financial Planner Graduation event in April 2012.


Alex receives the Insurance Institute of Bristol (IIB) award for Best Paper in CF8 Long Term Care in August 2011 from Paul Timmins.


Jenni receives the IIB Trophy for Best Completion of the Advanced Financial Planning Certificate in November 2002 from Rod Smith & Richard Marsh.


Jenni receives the IIB award for high performance in G10 Taxation & Trusts in November 2000 from Paul Laughey.

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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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