Cre8 Wealth Management

Independent Financial Adviser 9 Church Street, Kidderminster, Worcestershire, DY10 2AD
FCA verified
13th August 2018
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group life insurance
    • Group pensions
Meet our advisers
adviser-person
Anita Gatehouse MIFP MIFS DipFA DipPFS
Director and Financial Planner
Where to find us
About us

We help and guide you on all aspects of your financial life from managing and budgeting to investing and protecting your wealth, in other words, financial planning. It doesn’t have to be complicated either: we love making the complex simple. It is about money but it’s more than that, it’s about how it interlinks with your life, your family, how your money can give you peace of mind, knowing how to focus on what it’s for, spending, investing or gifting.
With our help you will be able to see clearer to make smarter informed choices.

Our services

We can help give you the clarity and confidence to make sound decisions about your money, helping you plan and invest wisely, taking away anxiety and stress that often goes hand-in-hand with finances. Becoming financially well-organised is often fed back to us by our clients as something that gives them real peace of mind and that they value highly.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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