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

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

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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

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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 ...

Mrs Denise Wells, York

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 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

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

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