Why is financial planning a secret? And what could this mean for you – and your loved ones?
This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial...
What’s the point of financial planning? And why would you want to learn about it?
This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan.
What...
How to build an awesome financial plan. And map it out on one sheet of paper.
A 10 to 20-minute read, depending on your speed.The shocking thing is that almost no one knows how to design a financial life plan.Yet,...
Should you pay for financial advice? And if so, what’s a reasonable price?
If you're considering working with a financial coach, planner or adviser and are concerned about the price, this 'About Money' article is for...
Five reasons we don’t talk about money – and how to overcome them.
This 10 to 20-minute read is the first of two 'About Money' articles for anyone who struggles to talk about (and deal with) personal money...
Five (more) reasons we don’t talk about money – and how to overcome them.
This 10 to 20-minute read is the second of two 'About Money' articles for anyone who struggles to talk about (and deal with) personal money...
Who might be happy after a stock market crash?And who might be seriously upset?
A 10 to 15-minute read – depending on your speed. By the end of this 'About Money' article (for investors of all ages), you'll understand more...
How much Investment risk is right for you? Sorting out the basics. (Part 1 of 3)
A 5 to 10-minute read, depending on your speed. This is the first of three 'About Money' articles to help you consider how much investment risk...
How much Investment risk is right for you? The first two factors to consider when investing – that you must never forget. (Part 2 of 3)
A 5 to 10-minute read, depending on your speed. In this second (of three) 'About Money' articles, you’ll learn about the first two of four...
How much Investment risk is right for you? The two most important factors to consider when investing – that you must never forget. (Part 3 of 3)
A 7 to 10-minute read, depending on your speed. In this final (of three) 'About Money' articles, you’ll learn the two most important factors...
What Our Clients Think
See All TestimonialsThank you very much to you and Richard for your help, which has been really useful. I am very happy with the outcome so far. I will be sure to get back in touch as soon I’m in a position to do some work developing my financial plan more broadly. I will also be sure to mention Create Wealth to my colleagues and other friends who are interested in getting the kind of assistance you can provide. Thank you once again
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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.
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I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.
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