Author Archives: Stephen Ng

Create Wealth are awarded a Top 100 Adviser in the UK for the third year running and are re-certified BS8577 & ISO22222

We are delighted once again to be recognised for the third 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 … Continue reading

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Create Wealth re-certified for both BS:8577 & ISO:22222 – Which? magazine recommends both to its clients

Once again, we are very proud to announce that the firm has once again, met the rigorous tests set by UK accredited certifiers, Standards International in maintaining our British Standard and ISO status for the third consecutive year. As one … Continue reading

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HMRC nets record £4.6bn IHT haul

HM Revenue and Customs (HMRC) has taken a record £4.6 billion in inheritance tax (IHT) in 2015/16. According to law firm Wilsons, this represents a 21% increase from the £3.8 billion the tax office took in the previous year. Overall … Continue reading

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Create Wealth maintains its accreditation for BS8577 & ISO22222 and CII Chartered Financial Planner status.

We are very pleased to be able to announce that we have been assessed again and confirmed that we have maintained our most valuable accredtiations.       BS 8577: Framework for the provision of financial advice and planning services … Continue reading

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