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enjoy today, knowing that
tomorrow is taken care of

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Investments, Retirement Planning and Estate Planning

The chances are you find yourself here because there is financial uncertainty in your life and you want to be in a position to make better financial decisions.

It could be one of a myriad of other financial concerns
If this is you, then you are like the vast majority of our clients and we can help.

Chartered Financial Planners With A Personal Touch

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Please take time to explore our website and testimonials to see how we have helped other people. We are one of the UK’s leading providers of fee based, high quality financial planning, wealth management and investment services. If you think we may be able to help you take control of your finances, be better organised and build

a more secure financial future, we would be happy to arrange an initial meeting. This meeting would be at our expense and would allow us to understand exactly what you are trying to achieve and to explain how we work. You will then be in a position to make an informed decision about whether Create Wealth is the right adviser for you.

What Our Clients Think

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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

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

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

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

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

Create Wealth