Thank you very much to you and Richard for your help, which has been really useful. I am very happy with the outcome so far. I will be sure to get back in touch as soon I’m in a position to do some work developing my financial plan more broadly. I will also be sure to mention Create Wealth to my colleagues and other friends who are interested in getting the kind of assistance you can provide. Thank you once again
Fay Walker, Ernst & Young, London
Stephen understands our needs and listens carefully to our preferences. He is reassuring about complicated procedures. He never tries to push a product or influence us beyond advice. He has been very sympathetic and a good friend in our difficult circumstances since my husband’s Alzheimer’s diagnosis. Needing help with care costs and helping with funds for grandchildren. Help from Stephen has been reassuring and secured the financial situation.
Susan & Jim Fisher, Cardiff
Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.
Mrs H, Pembrokeshire , 8.3.2017
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 we are receiving. Stephen makes investing more interesting
Malcolm & Lesley Boundy, Melksham
I contacted Stephen because I was selling my business. Stephen has been looking after my financial portfolio since selling my business in 2009, with twice yearly reviews which he always works around my diary no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and provides me with alternative ideas. He’s recently reviewed my various pensions and amalagmated them into one. Stephen always gives me great comfort in knowing my financial portfolio is on track for my retirement. I am very happy with the returns I have achieved.
Jane Walsh, Hapton, Lancashire
I have known Stephen for many years and have always valued his time and guidance when helping me with my financial planning, investment planning and advice. I am someone who always seems to be on his way to a meeting or to catch a plane. Stephen and the team at Create Wealth Management have always been able to accommodate me and have taken time to fully understand my personal needs and objectives whilst always explaining complex topics in terms I understand. In tailoring their service for me, they help me look after the most important things to me; my family’s enjoyment of life, the ability for us all to continue to do so when I retire and reassurance that I will pass on as much of my wealth as possible to my children when I’m gone. It is also important to me that they are independent and I am able to pay directly for the work they do, the cost of which is always agreed before they start. I would happily recommend them.
Philip Wagstaff, Sunningdale
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 than happy to recommend.
Noel A. Baden-Thomas, Managing Partner of Phoenix Business Sales & Consultancy, York
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.
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
Peter has provided excellent advice to me and my partner over many years. He recently advised me to claim a dependants occupational pension following the death of my partner, which I am now gratefully in receipt of. I would fully recommend using Peter as an adviser.
Mrs Vera Jones, Milford
After selling our Homecare business we felt we needed sound advice on where to invest, we wanted to speak to someone who we could feel comfortable with and who would understand our needs. After some searching we were pointed in the direction of Create Wealth and in particular Stephen Ng. We immediately felt comfortable with Stephen and he fully understood our fears and our needs. He guided us through all our options, explaining everything in detail. He encouraged us to ask as many questions as needed. When the time came Stephen also helped with dealing with my private pensions, even though they were not a huge amount, he got an excellent deal for me. Now he is doing the same for my husband, Andrew. Stephen has always dealt with us at a very professional level and is always there at the other end of phone in particularly when the markets have been volatile and we needed reassurance.
Mrs Denise Wells, York
Create Wealth took time to understand my individual situation with the outcome of me feeling in control of my investments for the first time. I really appreciate the knowledge and guidance they gave me in setting up my Pension Plan and their regular review will offer me peace of mind that my financial future on stays on track.
Mrs T Truman, Woolaston, Gloucestershire
Thank you Create Wealth especially Peter. You have patiently guided me in the right direction as to obtaining the best outcome for my fairly meagre self employed pensions and I am very pleased with the results. I would certainly recommend your services.
Mr D Walters, Bristol
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 2.5 years has proven to be very beneficial to us.
Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.
Mal Boundy, Melksham
Responded quickly to my query and gave clear and honest advice, being transparent as to whether any further value could be added over and above what I was already doing.
Ms. Jane Rees, Worcester
I have known Stephen for over 15 years. I have always been very impressed by his calm professionalism and integrity. I know he maintains excellent CPD standards and has the gift of being able to present his advice to his clients in an accessible fashion but without in any way compromising the quality of that advice. It is evident that he prepares very thoroughly for meetings with clients. I have been grateful to Stephen for the advice he has given to me and the considerate manner in which he has advised my parents over very many years.
Richard Breeze, Bridgend
The first time I have had money made for me that I have not to pay huge fees to obtain. When other advisers phone I just tell them that I am with Create Wealth they just say that ‘you are with a very good firm’ and that gives me a lot of confidence.
Mr J. Colin Jones, Caerphilly
Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.
Ms. Jane Walsh, Hapton, Lancs
I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.
David Kelly, Almondsbury
Stephen understands our needs and listens carefully to our preferences. He is reassuring about complicated procedures. He never tries to push a product or influence us beyond advice.
Mr & Mrs J Fisher, Glamorgan
We sold our business 3 years ago and after paying off several debts we had a financial pot which we were keen to invest for the future as we were still relatively young and needed our money to work for us. We spoke to several Financial Advisers who were extremely pushy in their approach and did not fill us with the greatest confidence. We met Stephen by chance through a mutual friend and immediately struck up a rapport. It was refreshing to talk to someone in the sector who let us do the talking about what we wanted. Once we had established we would like to work together he provided us with the help and advice we needed in order to make the right choices that were a good fit. 3 years on our funds have gone from strength to strength and we have regular meetings with Stephen to talk through our concerns or about our thoughts on where the market may be heading. He also gives us every angle to consider when changing things or making new investments. He is extremely efficient and helpful and we would highly recommend him and his team in Create Wealth to anyone looking for advice on investment planning and management.
Kim & Chris, Abergavenny
I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.
Mr. Chris Beames, Senior Partner, Private Clients at Berry Smith LLP
Stephen is one of the few IFA’s who truly offers unbiased advice. He is a good listener and sees it as a strength to double check on issues he isn’t 100% sure of. I am a firm believer that good advice is advice worth paying for. Most people think they know about financial issues or what is best for them and their money. The reality is, in my view, far different and means that many act too quickly or on impulse when making serious financial decisions. As an industry, financial services has been justifiably tarnished with the wrong brush. As such, it is important to seek out a competent and honest advisor, one more interested in your needs than their own.
Mr. G.O. Jones, Bristol
We value Stephen’s opinions greatly. He has a thorough understanding of our needs and requirements on all financial matters. Over the years, Create Wealth have advised and assisted us on mortgages that suited our situation along with expert advice on life policies and pensions. I have always felt that my interests were their priority.
Mr. T. J. Astle, Fleet, Hants