Enjoy Today, Knowing We've
Take Care of Your Tomorrow

Learn About Create Wealth & Why We Care About You

“We help clients enjoy today, knowing that tomorrow is taken care of. If you are looking to create, grow or protect a secure financial future then we would like to help you. Working in partnership with you, we provide a bespoke and highly personal service to, typically, Private Clients with investable assets, including pension funds, usually in excess of £200,000.”

Create Wealth Management are in business to assist you to manage your financial concerns and requirements to provide you with the lifestyle you are seeking. We do this by discussing and understanding what it was you are looking to achieve, not just financially, but also personally, whatever those objectives.

We are advocates of cash flow-based planning along with a detailed analysis of your current situation to identify shortfalls, mismatches and opportunities for you.

We are a firm of Chartered Financial Planners. One of the few in the UK who have achieved the British Standard BS 8577 Certification since 2014.

Please take time to explore our website and testimonials to see how we have helped other people. 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, if we can help you, 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.

Meet the team, here to help secure your financial future

Stephen Ng | Director
Peter Davies | Director

What Our Clients Think

See All Testimonials

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

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

Responded quickly to my query and gave clear and honest advice, being transparent as to whether any further value could be added over and above what I was already doing.

Ms. Jane Rees, Worcester

I have known Stephen for many years and have always valued his time and guidance when helping me with my financial planning, investment planning and advice. I am someone who always seems to be on his way to a meeting or to catch a plane. Stephen and the team at Create Wealth Management have always been able to accommodate me and have taken time to fully understand my personal needs and objectives whilst always explaining complex topics in terms I understand. In tailoring their service for me, they help me look after the most important things to me; my family’s enjoyment of life, the ability...

Philip Wagstaff, Sunningdale

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

Create Wealth