We help our clients
enjoy today, knowing that
tomorrow is taken care of

Services

About Us

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

Learn More About Us

Browse Our Services

Contact Create Wealth

Please take time to explore our website and testimonials to see how we have helped other people. 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, if we can help you, and to explain how we work. You will then be in a position to make an

informed decision about whether Create Wealth Management Ltd, Chartered Financial Planners is the right adviser for you. We are one of the UK’s leading providers of fee based, high quality financial planning, wealth management and investment services. This most recent award acknowledges our goal. Contact us to find out more about Create Wealth and how we can assist you to enjoy today while taking care of tomorrow.

What Our Clients Think

See All Testimonials

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 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...

Jane Walsh, Hapton, Lancashire

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

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...

Philip Wagstaff, Sunningdale

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.