Enjoy Today, Knowing We've
Take Care of Your Tomorrow

Learn About Create Wealth & Why We Care About You

“We help clients enjoy today, knowing that tomorrow is taken care of. If you are looking to create, grow or protect a secure financial future then we would like to help you. Working in partnership with you, we provide a bespoke and highly personal service to, typically, Private Clients with investable assets, including pension funds, usually in excess of £200,000.”

Create Wealth Management are in business to assist you to manage your financial concerns and requirements to provide you with the lifestyle you are seeking. We do this by discussing and understanding what it was you are looking to achieve, not just financially, but also personally, whatever those objectives.

We are advocates of cash flow-based planning along with a detailed analysis of your current situation to identify shortfalls, mismatches and opportunities for you.

We are a firm of Chartered Financial Planners. One of the few in the UK who have achieved the British Standard BS 8577 Certification since 2014.

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 is the right adviser for you.

Meet the team, here to help secure your financial future

Stephen Ng | Director
Peter Davies | Director

What Our Clients Think

See All Testimonials

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

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

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.

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

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

Create Wealth