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

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

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

Peter has provided excellent advice to me and my partner over many years. He recently advised me to claim a dependants occupational pension following the death of my partner, which I am now gratefully in receipt of. I would fully recommend using Peter as an adviser.

Mrs Vera Jones, Milford

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 contacted Stephen because I was selling my business. Stephen has been looking after my financial portfolio since selling my business in 2009, 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 provides me with alternative ideas. He’s recently reviewed my various pensions and amalagmated them into one. Stephen always gives me great comfort in knowing my financial portfolio is on track for my retirement. I am...

Jane Walsh, Hapton, Lancashire

Create Wealth