We are delighted to be recognised for the second year in succession as one of the UK’s Top 100 IFA’s by New Model Adviser.
The award is presented by New Model Adviser, a pre-eminent publication in our profession. They recognise our commitment to delivering a forward thinking investment advisory and financial planning service to help clients to plan for their futures, retirement and feel relaxed and secure about their financial future.
New Model Adviser has been celebrating the best financial planning firms for the last eight years, judging firms on a number of aspects including service to clients, professional qualifications and business growth.
Since launching Create Wealth we have placed our clients at the centre of everything we do and feel that this has played an integral role in us being acknowledged. Great client care is central to our philosophy and it’s something we intend to keep as our number one focus.
What’s next for Create Wealth?
We are constantly refining and further developing our service offering. Our driving aim is to make a real difference in the lives of our clients and their families. We will continue to strive to understand their ‘bigger picture’, so we can help them to plan their financial future and protect what matters most.
We have been reaccredited BS 8577: Framework for the provision of financial advice and planning services & for both directors, BS ISO 22222:2005 the only international standard for individuals providing financial advice.
These certifications are the most demanding set for financial planning firms, having been developed with industry, professional experts and consumer representatives including the Chartered Insurance Institute, Which?, Standards International, the Personal Finance Society and the Institute of Financial Planning.
We are very proud of course but this demonstrates our ongoing commitment to making sure we provide you with the best financial planning and outcomes.
To find out more, please contact us on 0800 118 2526 or email us at firstname.lastname@example.org