Claims Management Service

Claims Management Service

Create Wealth Management also hold regulated Claims Management permission from the Financial Conduct Authority.

We provide a financial services related claims service to existing clients or new clients who need to take advantage of this service alongside our main financial planning service.

Our fees for providing this service are agreed in writing with you before any chargeable work is undertaken. Fees are calculated at an hourly rate of £250, subject to a maximum charge, based on the amount of redress you receive.

How much you’re
awarded
Maximum % you can
be charged
Maximum fee you can
be charged
£1 to £1,49930%£420
£1,500 to £9,99928%£2,500
£10,000 to £24,99925%£5,000
£25,000 to £49,99920%£7,500
£50,000+15%£10,000

What Our Clients Think

See All Testimonials

Stephen has always set aside time for myself and my wife to review our options on investments, we never feel rushed into decisions. His advice over the last 2.5 years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.

Mal Boundy, Melksham

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

We value Stephen’s opinions greatly. He has a thorough understanding of our needs and requirements on all financial matters. Over the years, Create Wealth have advised and assisted us on mortgages that suited our situation along with expert advice on life policies and pensions. I have always felt that my interests were their priority.

Mr. T. J. Astle, Fleet, Hants

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

Mrs H, Pembrokeshire

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

Create Wealth