What Do We Charge?

Our Fees

A draft of our standard Client Agreement can be read here.

Create Wealth Management work on a pure fee basis. We agree all our fees with you, in writing, before undertaking any chargeable work.

Fees for a Lifetime Financial Plan range from £1,500 to £5,500.

We charge 1% of the value up to a maximum fee of £10,000 for arranging new or replacement investments or pensions.

The Our Services & Charges document, which you can download here, contains full details of our fees.

For ongoing service, we charge a fixed fee retainer plus a percentage-based fee of 0.88% on the value of assets on which we provide ongoing advice.

What Our Clients Think

See All Testimonials

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

I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.

David Kelly, Almondsbury

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

Thank you very much to you and Richard for your help, which has been really useful. I am very happy with the outcome so far. I will be sure to get back in touch as soon I’m in a position to do some work developing my financial plan more broadly. I will also be sure to mention Create Wealth to my colleagues and other friends who are interested in getting the kind of assistance you can provide. Thank you once again

Fay Walker, Ernst & Young, London

Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.

Ms. Jane Walsh, Hapton, Lancs

Create Wealth