Claims Management Service

Claims Management Service

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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

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

Thank you Create Wealth especially Peter. You have patiently guided me in the right direction as to obtaining the best outcome for my fairly meagre self employed pensions and I am very pleased with the results. I would certainly recommend your services.

Mr D Walters, Bristol

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

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 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.

Mr & Mrs J Fisher, Glamorgan

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