Monthly Archives: June 2012

Congratulations to Peter Davies, now a Chartered Financial Planner and Fellow of the Personal Finance Society

Following a long period of intense study, Director Peter Davies has been awarded the ultimate accolade within our industry, earning the title Chartered Financial Planner & Fellow of the Personal Finance Society. Of 30,000 memebers of the PFS less than … Continue reading

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Create Wealth to sponsor the Pot Luck fence at Glanusk 2012

In our second year of supporting British Eventing at Glanusk, Create Wealth have also announced that they will be sponsoring the highly visible Pot Luck Fence, set in the old walled gardens of the Lodge House. Stephen Ng, Financial Planner … Continue reading

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