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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Peter has provided excellent advice to me and my partner over many years. He recently advised me to claim a dependants occupational pension following the death of my partner, which I am now gratefully in receipt of. I would fully recommend using Peter as an adviser.

Mrs Vera Jones, Milford

I have known Peter Davies for many years, from the first time I met him 10 years ago when he was at Lloyds Private Banking looking after my money, to now at Create Wealth Management. He has never been less than scrupulous and helpful in managing my affairs and we have built up what I believe is a friendly personal relationship Now I am in a care home and faced with the complexities of sorting out my funding and Peter has been unfailingly helpful and encouraging and if does come to a satisfactory conclusion it will in no small part be due to Peter’s knowhow and advice .

Mrs S Morris, Pembroke

Responded quickly to my query and gave clear and honest advice, being transparent as to whether any further value could be added over and above what I was already doing.

Ms. Jane Rees, Worcester

Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.

Mrs H, Pembrokeshire

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