What Our Clients Think
See All TestimonialsI 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.
Mr & Mrs J Fisher, Glamorgan
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
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 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 2.5 years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.
Mal Boundy, Melksham