Create Wealth Management Ltd

Cathedral Road Sophia House. 28
Cardiff, Glamorgan
CF11 9LJ

Since 2004

Contact
0845 8032125 - or - Email

Founded in 2004, Create Wealth® provides a unique Financial Planning service. We are fully independent and not linked to any bank, insurance company or investment house. We work with individual clients and businesses to remove their worries and concerns as they move towards the achievement of their goals and aspirations. We provide a predominantly fee based service, ensuring totally unbiased advice is given and our wealth management investment and pension plans are considered some of the most effective and comprehensive within our profession. Through our commitment to excellence and integrity, we aim to establish a long term relationship with all of our clients, securing them a successful future. We consider diarised regular reviews and client meetings essential. We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you. We are available to meet you in person, or if you would prefer it is possible to hold a consultation over the telephone.

Services

Financial Services & Advice - Independent Financial Advisor
Financial Services & Advice - Independent Financial Advisor

Staff

Advisers, Peter Davies and Stephen Ng, both have over 20 years experience in finance, previously holding senior positions in Retail and Private Banking. Peter holds the Chartered Insurance Institute Diploma in Financial Planning and as well as being the founder of the company plays an active role in the South Wales Chamber of Commerce and The Personal Finance Society.

Area of Business

Pensions Investments Business Protection Inheritance Tax Planning / Mitigation Life Assurance

Fees

Predominantly Fee Based - details available on request.