Create Wealth
Video Guides

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 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

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 h...

Mr. G.O. Jones, Bristol

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

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