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

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After selling our Homecare business we felt we needed sound advice on where to invest, we wanted to speak to someone who we could feel comfortable with and who would understand our needs. After some searching we were pointed in the direction of Create Wealth and in particular Stephen Ng. We immediately felt comfortable with Stephen and he fully understood our fears and our needs. He guided us through all our options, explaining everything in detail. He encouraged us to ask as many questions as needed. When the time came Stephen also helped with dealing with my private pensions, even though ...

Mrs Denise Wells, York

Thank 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

Fay Walker, Ernst & Young, London

We met Stephen before selling our company and became clients. 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 two and a half years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is prepared to bring it to our level with diagrams and sketches to explain it fully. We have an ongoing agreement for getting advice from Stephen, through both good and bad times with the markets. We are still extremely happy with the advice that w...

Malcolm & Lesley Boundy, Melksham

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

Create Wealth