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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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Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.

Mrs H, Pembrokeshire

After selling our Homecare business we felt we needed sound advice on where to invest, we wanted to speak to someone who we could feel comfortable with and who would understand our needs. After some searching we were pointed in the direction of Create Wealth and in particular Stephen Ng. We immediately felt comfortable with Stephen and he fully understood our fears and our needs. He guided us through all our options, explaining everything in detail. He encouraged us to ask as many questions as needed. When the time came Stephen also helped with dealing with my private pensions, even though ...

Mrs Denise Wells, York

As the Managing Partner running an increasingly busy consultancy that helps others market and maximise the value of their own businesses, my own finances often took a back seat! From a recommendation, I turned to Stephen and the team at Create Wealth several years ago and have not been disappointed. The highly professional attention I enjoy means I can get on with my work knowing my finances are on track. Stephen ensures we review my situation and portfolio regularly and is always flexible to fit in with my busy schedule. He can now count amongst his clients, several people I have been more...

Noel A. Baden-Thomas, Managing Partner of Phoenix Business Sales & Consultancy, York

I have known Stephen for over 15 years. I have always been very impressed by his calm professionalism and integrity. I know he maintains excellent CPD standards and has the gift of being able to present his advice to his clients in an accessible fashion but without in any way compromising the quality of that advice. It is evident that he prepares very thoroughly for meetings with clients. I have been grateful to Stephen for the advice he has given to me and the considerate manner in which he has advised my parents over very many years.

Richard Breeze, Bridgend

I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.

Mr. Chris Beames, Senior Partner, Private Clients at Berry Smith LLP

Create Wealth