A firm of Burnham-On-Sea financial advisers is celebrating being awarded a prestigious ‘Chartered Financial Planners’ title from the Chartered Insurance Institute.
Positive Wealth Creation Limited, based in Victoria Street, has been given the sought-after title after years of hard work by its directors, Jenni Turco and her son Alex.
To date, just over 160 firms have achieved Chartered Financial Planners status across the UK, demonstrating that this is an exclusive award reserved for the country’s leading firms within the financial advice market.
The title is only awarded to firms which meet rigorous criteria relating to professionalism and capability. Firms also have to commit to the Chartered Insurance Institute’s Code of Ethics and Conduct.
Positive Wealth Creation specialises in providing advice on all types of investments and pensions for individuals and businesses. Its managing director, Jenni Turco, started her career in financial services in the 1970s, firstly with her late husband, Mike, and now with her son, Alex.
Mrs Turco, who holds the individual Chartered Financial Planner title, told Burnham-On-Sea.com that securing the new status is a landmark for the company: “We have always prided ourselves on being thoroughly professional in everything we do, and Mike knew we had been working to receive external recognition in this way. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”
Director Alex Turco, who is also Chairman of Burnham-On-Sea’s Chamber of Trade and Commerce, added: “In these uncertain economic conditions we are delighted to show that the highest quality advice and services are available locally in order to satisfy the increasing demand for financial health checks.”
