We help our clients
enjoy today, knowing that
tomorrow is taken care of

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Investments, Retirement Planning and Estate Planning

The chances are you find yourself here because there is financial uncertainty in your life and you want to be in a position to make better financial decisions.

It could be one of a myriad of other financial concerns
If this is you, then you are like the vast majority of our clients and we can help.

Chartered Financial Planners With A Personal Touch

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Please take time to explore our website and testimonials to see how we have helped other people. We are one of the UK’s leading providers of fee based, high quality financial planning, wealth management and investment services. If you think we may be able to help you take control of your finances, be better organised and build

a more secure financial future, we would be happy to arrange an initial meeting. This meeting would be at our expense and would allow us to understand exactly what you are trying to achieve and to explain how we work. You will then be in a position to make an informed decision about whether Create Wealth is the right adviser for you.

What Our Clients Think

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Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.

Ms. Jane Walsh, Hapton, Lancs

I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.

David Kelly, Almondsbury

The first time I have had money made for me that I have not to pay huge fees to obtain. When other advisers phone I just tell them that I am with Create Wealth they just say that ‘you are with a very good firm’ and that gives me a lot of confidence.

Mr J. Colin Jones, Caerphilly

Stephen understands our needs and listens carefully to our preferences. He is reassuring about complicated procedures. He never tries to push a product or influence us beyond advice.

Mr & Mrs J Fisher, Glamorgan

We sold our business 3 years ago and after paying off several debts we had a financial pot which we were keen to invest for the future as we were still relatively young and needed our money to work for us. We spoke to several Financial Advisers who were extremely pushy in their approach and did not fill us with the greatest confidence. We met Stephen by chance through a mutual friend and immediately struck up a rapport. It was refreshing to talk to someone in the sector who let us do the talking about what we wanted. Once we had established we would like to work together he provided us with...

Kim & Chris, Abergavenny

Create Wealth