Investment Planning

Investment Planning

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Create Wealth® has built its reputation on understanding the detailed needs of individuals, whatever their walk of life, and responding to them effectively and discreetly.

Our clients have told us what is most important to them when it comes to investing and they have overwhelmingly highlighted that:

We really listen to them and confirm our understanding of exactly what they want to achieve.

They value simple and clear explanations from our highly experienced advisers who take great care to stay abreast of the investment marketplace.

We provide investments with flexibility, tax efficiency and straightforward administration that minimises or reduces their paperwork.

They greatly value their diarised regular investment reviews.

The vast majority of our new investment clients come from referrals from existing clients with whom we have built a trusted, solid relationship and who are very satisfied with the advice and service they have received.

Whether you are thinking about investing or are already invested, Create Wealth Management can guide you to your goals. If these are the qualities you seek from your adviser, please get in touch with us by clicking here or call our free phone number (0800 118 2526).

Important: The value of any risk based investment can go down as well as up and on encashment you may not get back the full amount invested.

What Our Clients Think

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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

I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.

Mr. Chris Beames, Senior Partner, Private Clients at Berry Smith LLP

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

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

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