Published: January 20, 2011
Prestigious title awarded to Burnham-On-Sea financial advisor

A director at a Burnham-On-Sea financial advice firm is celebrating this week after being awarded the prestigious title of 'Chartered Financial Planner' by the Chartered Insurance Institute.

Alex Turco, 31, of Positive Wealth Creation, which is based in Victoria Street, has passed thirteen exams in the last decade since completing his degree from Oxford University to achieve the advanced diploma in financial planning. This forms part of a suite of qualifications equivalent to the level of a bachelor degree.

Alex said: "I am thrilled to have earned Chartered Financial Planner status. In these uncertain economic conditions, I am delighted to show that the highest quality financial planning services are available locally. I am pleased to demonstrate my commitment to the highest levels of service to both our current and future clients."

Alex specialises in providing financial advice to individuals, trustees, attorneys and business owners regarding investments, retirement planning and tax mitigation.

Alex, a former Chairman of Burnham Chamber of Trade, is one of the firm's shareholders and directors. The managing director, Mrs Jenni Turco, also holds the Chartered Financial Planner title.

Positive Wealth Creation was founded in 2004 and specialises in providing financial advice on all types of investments and pensions for individuals and businesses.


Bookmark and Share

Search Burnham-On-Sea.com|Add Burnham-On-Sea.com to your Bookmarks|Send a mail from Burnham-On-Sea.com|Print this page|Back to previous page|Discuss this article

Burnham-On-Sea Seafront Webcam
Burnham-On-Sea Webcam
24-hour live pictures
See live images of the seafront and beach with Burnham's Webcam. Click here

Burnham-On-Sea What's On
What's On In Burnham-On-Sea
Things to see and do
Check the constantly updated Burnham-On-Sea.com calendar for what's happening. Click here

Burnham-On-Sea Shops
Burnham-On-Sea Shopping Guide
Buy in Burnham!
Support local traders by shopping in town - see our A-Z index of businesses. Click here

Burnham-On-Sea Photos
Burnham-On-Sea Photos

Photo gallery
Hundreds of photos from events across the Burnham-On-Sea area. Click here