Investment Planning

Investment Planning

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Create Wealth® has built its reputation on understanding the detailed needs of individuals, whatever their walk of life, and responding to them effectively and discreetly.

Our clients have told us what is most important to them when it comes to investing and they have overwhelmingly highlighted that:

We really listen to them and confirm our understanding of exactly what they want to achieve.

They value simple and clear explanations from our highly experienced advisers who take great care to stay abreast of the investment marketplace.

We provide investments with flexibility, tax efficiency and straightforward administration that minimises or reduces their paperwork.

They greatly value their diarised regular investment reviews.

The vast majority of our new investment clients come from referrals from existing clients with whom we have built a trusted, solid relationship and who are very satisfied with the advice and service they have received.

Whether you are thinking about investing or are already invested, Create Wealth Management can guide you to your goals. If these are the qualities you seek from your adviser, please get in touch with us by clicking here or call our free phone number (0800 118 2526).

Important: The value of any risk based investment can go down as well as up and on encashment you may not get back the full amount invested.

What Our Clients Think

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Stephen is one of the few IFA’s who truly offers unbiased advice. He is a good listener and sees it as a strength to double check on issues he isn’t 100% sure of. I am a firm believer that good advice is advice worth paying for. Most people think they know about financial issues or what is best for them and their money. The reality is, in my view, far different and means that many act too quickly or on impulse when making serious financial decisions. As an industry, financial services has been justifiably tarnished with the wrong brush. As such, it is important to seek out a competent and h...

Mr. G.O. Jones, Bristol

Thank you Create Wealth especially Peter. You have patiently guided me in the right direction as to obtaining the best outcome for my fairly meagre self employed pensions and I am very pleased with the results. I would certainly recommend your services.

Mr D Walters, Bristol

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 took time to understand my individual situation with the outcome of me feeling in control of my investments for the first time. I really appreciate the knowledge and guidance they gave me in setting up my Pension Plan and their regular review will offer me peace of mind that my financial future on stays on track.

Mrs T Truman, Woolaston, Gloucestershire

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. He has been very sympathetic and a good friend in our difficult circumstances since my husband’s Alzheimer’s diagnosis. Needing help with care costs and helping with funds for grandchildren. Help from Stephen has been reassuring and secured the financial situation.

Susan & Jim Fisher, Cardiff