What Do We Charge?

Our Fees

A draft of our standard Client Agreement can be read here.

Create Wealth Management work on a pure fee basis. We agree all our fees with you, in writing, before undertaking any chargeable work.

Fees for a Lifetime Financial Plan range from £1,500 to £5,500.

We charge 1% of the value up to a maximum fee of £10,000 for arranging new or replacement investments or pensions.

The Our Services & Charges document, which you can download here, contains full details of our fees.

For ongoing service, we charge a fixed fee retainer plus a percentage-based fee of 0.88% on the value of assets on which we provide ongoing advice.

What Our Clients Think

See All Testimonials

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

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

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

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

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

Create Wealth