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

We met Stephen before selling our company and became clients. Stephen has always set aside time for myself and my wife to review our options on investments. We never feel rushed into decisions. His advice over the last two and a half years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is prepared to bring it to our level with diagrams and sketches to explain it fully. We have an ongoing agreement for getting advice from Stephen, through both good and bad times with the markets. We are still extremely happy with the advice that w...

Malcolm & Lesley Boundy, Melksham

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

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

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

Create Wealth