What Do We Charge?

Our Fees

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.

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

Full details of our fees are contained in the “Our Services & Charges” document which you can download here.

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

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

What Our Clients Think

See All Testimonials

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

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

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

Thank you Create Wealth especially Peter. You have patiently guided me in the right direction as to obtaining the best outcome for my fairly meagre self employed pensions and I am very pleased with the results. I would certainly recommend your services.

Mr D Walters, Bristol

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

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