Create and Prosper Financial Services Ltd

Independent Financial Adviser 16 Wemyssfield, Fife, Kirkcaldy, KY1 1XN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Chris Hodgson APFS
Director
Accreditations
Chartered Financial Planner
Graeme Inglis APFS IMC
Founder And Director
Accreditations
Chartered Financial Planner
Jack Paterson
Financial Planner
What our clients say
Graeme explained his financial advice in a way that was easy for a novice like me to understand. I also get regular updates as to my investments are being managed.
Murray, Midlothian
Graeme Inglis's welcome visits bring both me and my wife total confidence in his ability and he always leaves us believing that he is acting in our best interests. This has not being our experience with some previous financial advisers and, as we are both now pensioners, we have encountered quite a few in our time. He has the rare ability to impart sophisticated financial information in terms we can understand and without ever making us feel either inadequate or "talked down to."
Ernie, Renfrewshire
Graeme was very professional at all the times we met. Initially he listened to me then went away and came up with a financial plan/investments. He explained everything in easy language for me to understand and did not make me feel stupid as the financial markets/investments are not my thing and this was the first time I was the first time I was investing a large sum of money.
Margery, Fife
Great advice and good communication
Arnie, Hertfordshire
I have known Graeme for a number of years and prior to him starting his own business. As such he was already aware of my general situation but on our first meeting after he started up on is own he was very professional and conducted an overall review and revisited my attitude to risk before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research. In addition he is a very friendly and approachable guy.
Bryce, West Lothian
As a retired N.H.S employee, the pensions advice I used to get was supplied through the Health Board,however when the firm looking after this decided that it was no longer viable to carry on with the service I was recommended to Create and Prosper where I was put in touch with Mr Inglis. Mr Inglis contacted myself and arranged to come to my home and go over all my needs and requirements. At the appointed time Mr Inglis appeared on time and very soon got to know all about my wife and myself and our financial situation,this was carried out in a very courteous and efficient manner. Mr Inglis spent a good amount of time with us and explained every thing to us and gave us advice there and then which was quickly followed up by e-mail and a complete financial report. Subsequently he has kept in touch with us and has followed up on any progress and/or updates to our requirements. Mr Inglis is punctual, courteous, attentive and explains everything in clear and easy to understand language and will go the extra mile to be as helpful as possible.
Alexander, Lanarkshire
Where to find us

16 Wemyssfield, Fife, Kirkcaldy, KY1 1XN

Contact us
About us

Create and Prosper's core values are Independence, Fairness, Value and Service. We are a friendly, approachable Chartered Financial Planning firm.

The firm was founded in 2010 having steadily grown we are now considered one of the most trusted advisers in the UK.

Create and Prosper has been named in the Citywire Top 100 Financial Advice firms in the UK for 2013, 2014 and 2015. We have also been shortlisted for Money Marketing's Small Company IFA of the Year award.on two occasions.

Our services

Create and Prosper provide independent financial advice to clients looking at their current situation and future objectives. Our friendly, approachable style and attention to detail helps to build long standing relationships with our clients.

As a small firm we believe that getting to know our clients and building long term relationships is at the core of how we help our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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