What Our Clients Think
See All TestimonialsThe 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
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
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
Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.
Mrs H, Pembrokeshire
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