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

Mrs H, Pembrokeshire

I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.

Mrs M Howell, Newport, Pembs.

As the Managing Partner running an increasingly busy consultancy that helps others market and maximise the value of their own businesses, my own finances often took a back seat! From a recommendation, I turned to Stephen and the team at Create Wealth several years ago and have not been disappointed. The highly professional attention I enjoy means I can get on with my work knowing my finances are on track. Stephen ensures we review my situation and portfolio regularly and is always flexible to fit in with my busy schedule. He can now count amongst his clients, several people I have been more...

Noel A. Baden-Thomas, Managing Partner of Phoenix Business Sales & Consultancy, York

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

We met Stephen before selling our company and became clients. Stephen has always set aside time for myself and my wife to review our options on investments. We never feel rushed into decisions. His advice over the last two and a half years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is prepared to bring it to our level with diagrams and sketches to explain it fully. We have an ongoing agreement for getting advice from Stephen, through both good and bad times with the markets. We are still extremely happy with the advice that w...

Malcolm & Lesley Boundy, Melksham