Jenni Turco

Current positions:

• Executive Chairman, Positive Wealth Creation Ltd;
• Chartered Financial Planner, Associate of the Personal Finance Society;
• Member, University of the West of England, Bristol Business School Account & Finance Academic Advisory Board Member;
• Society of Trust & Estate Practitioners (STEP) Affiliate;
• The longest qualifying English woman member of Million Dollar Round Table (MDRT), the premier global association of financial professionals.

Career:

2016: Personal Finance Society Chartered Champion for Exeter & North Devon Region.

2016 & 2013: Guest Lecture to 120 Final Year Personal Financial Planning students at University of West of England, Bristol.

2015: Sponsored & gave presentation at Grays Inn Seminar for Part Time Fee Paid Judges.

2011: Jenni supported the Money Advice Service by delivering 'Making the Most of your Money' seminars in the workplace.

In 2008 Jenni was appointed a Vice President of the Insurance Institute of Bristol. Late in 2007 Jenni achieved the prestigious title of Chartered Financial Planner.

Jenni is an Associate of the Personal Finance Society (APFS) through passing the CF2 exam called Investment and Risk and CF6 on Mortgages, J01 Personal Taxation and J02 Trusts and AF1 Taxation & Trusts. Jenni is also the firm’s Corporate Pension Transfer specialist by examination and experience and refreshed this knowledge through passing a further examination called Retirement Options in June 2005 in light of proposed Pension Simplification.

Jenni was awarded the Insurance Institute of Bristol prize for the best completion of the Advanced Financial Planning Certificate (AFPC) in 2002. This followed gaining the Insurance Institute of Bristol prize for best performance in the Chartered Insurance Institute’s G10 exam on Taxation and Trusts in the West of England in 2000. This is the core exam of the AFPC.

Qualifications

• BSc (Econ) Hons
• Chartered Financial Planner
• Advanced Financial Planning Certificate, including G60 Pensions, K10 Retirement Options, Distinction in G10 Taxation & Trusts. Advanced Diploma AF1 Taxation & Trusts. Diploma in Financial Planning modules J01, J02, CF2 & CF6

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