The Privy Council awards create wealth® Chartered Status

The firm was formed in 2004 with the belief that high-quality, professional financial advice and investment planning can only be achieved through a transparent, fee-paying relationship, free from the potential for bias associated with the outdated commission based service which the Financial Services Authority (FSA) has already announced will cease on the last day of 2012.

Confirmation of our drive to provide the highest level of Financial Planning to our clients was conferred upon us recently by The Privy Council in awarding the firm Chartered status. At this time there are only 362 such firms in the UK and only 15 in Wales.

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