Claims Management Service

Claims Management Service

Create Wealth Management also hold regulated Claims Management permission from the Financial Conduct Authority.

We provide a financial services related claims service to existing clients or new clients who need to take advantage of this service alongside our main financial planning service.

Our fees for providing this service are agreed in writing with you before any chargeable work is undertaken. Fees are calculated at an hourly rate of £250, subject to a maximum charge, based on the amount of redress you receive.

How much you’re
awarded
Maximum % you can
be charged
Maximum fee you can
be charged
£1 to £1,49930%£420
£1,500 to £9,99928%£2,500
£10,000 to £24,99925%£5,000
£25,000 to £49,99920%£7,500
£50,000+15%£10,000

What Our Clients Think

See All Testimonials

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

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 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

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...

Kim & Chris, Abergavenny

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

Create Wealth