Independent Financial Advisor in Llandudno

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About Us

Founded in 2004, create wealth® provides a unique Financial Planning service. With offices in Bristol, Cardiff and Magor we are fully independent and not linked to any bank, insurance company or investment house. We believe strongly that there is no substitute for experience; and therefore all our advisers have at least 20 years experience in financial services.

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 2009 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.

Summary

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 www.createwealth.co.uk.

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