A Burnham-On-Sea firm has been shortlisted for a top award at a ceremony in London this evening (Thursday).
Positive Wealth Creation in Victoria Street has been shortlisted for the Moneyage Financial Adviser of Year award for Small to Medium firm.
Positive Wealth Creation is a firm of Chartered Financial Planners, run by Mother and Son Jenni and Alex Turco, pictured, who have over 60 years of combined experience in the provision of financial advice.
Jenni, Executive Chairman, told Burnham-On-Sea.com: “We are delighted to be nominated and shortlisted for this award and to take our place against a number of much larger businesses in our category.”
“Over recent years our business has gone through a period of sustained growth, attracting and retaining clients as well as talented staff.”
The MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive and important personal finance industry.
This year’s winners will be announced at the MoneyAge Awards Gala Dinner & Ceremony this evening (13th October) at the Millennium Hotel London Mayfair.
The event will be attended by hundreds of guests including Jenni & Alex Turco and hosted by Alun Cochrane.