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

See All Testimonials

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

Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.

Ms. Jane Walsh, Hapton, Lancs

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

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

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

Create Wealth