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BS - Bristol

Edison Ford IFA
Hawker and Palmer
    Wealth Management Ltd
Clarke Robinson
    & Co Ltd
Create Wealth
    Management Ltd

Independent Financial Advisor in Bristol

Independent Financial Adviser in Bristol CREATE WEALTH MANAGEMENT LTD

Address: Trym Lodge, 1 Henbury Road, Westbury-On-Trym,
Bristol, BS9 3HQ
Telephone: 0117 369 3609 or 0800 118 2526
Fax: 0845 803 2126
Visit our Web Site:

Contact: Peter Davies FPFS, Chartered Financial Planner

About Us

CREATE WEALTH is a firm of independent financial advisers (IFA) providing specialist advice on investment, retirement planning and wealth preservation to a diverse range of clients that includes professionals, company directors, business owners, retired and retiring individuals and professional sports persons.

The firm was formed in 2004 with the belief that high-quality, professional financial advice and investment planning can only be achieved through a transparent, fee-paying relationship, free from the potential for bias associated with the outdated commission based service which the Financial Conduct Authority (FCA) has already announced will cease on the last day of 2012.

We create highly personalised solutions to solve the complex financial issues facing our clients and bring innovation and creative thinking to any planning or investment management situation. With great importance placed on experience, knowledge and continuing professional development, the firm's advisers have been individually qualified and regulated for over 20 years in UK financial services.

With offices in Bristol, Cardiff and Langstone we already advise clients throughout the UK, we are keen to develop further client relationships.

Award Winning Team

The team believe in staying ahead and so get involved in speaking at conferences, writing articles for the financial press, and broadcasting for the BBC. We also keep up to date by sitting any new technical exam papers that become available and entering financial planning competitions to compare ourselves to our competitors.

In a survey undertaken by leading financial services sector trade publication “Financial Adviser” (part of the Financial Times publishing group), Create Wealth Management Ltd was awarded the highest score, beating direct competitors in Bristol and a national product provider (in the latter case by a massive margin).

Area of Expertise

We specialize in the following areas:

  • Investment Planning
  • Retirement Planning
  • Inheritance Tax Planning
  • Pensions & Divorce
  • Business Protection

Payment for Our Time

We offer a free consultation, of up to half an hour in length to establish your requirements and to ensure that we can be of assistance to you, but perhaps more importantly so that you can take a look at us. We chose many years ago to work on a fee rather a commission basis to ensure that our interests are totally aligned with that of our clients. Detailed Financial Planning is about far more than products. Full details of the options available will be provided to you when we meet. Our consultation offer is made without any obligation upon you.


We have highlighted some of the main reasons why clients choose to work with us, if one or more of the above areas is of interest to you we would be pleased to hear from you. Create Wealth Management would be suitable for you if you are looking to develop a close working relationship with your advisor over the long term.

For further information please visit our web site at .

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