Create Financial Management LLP

Independent Financial Adviser Create Financial Management, York House, Stephensons Way, Wyvern Business Park, Chaddesden, Derbyshire, Derby, DE21 6LY
FCA verified
10th September 2018
I am an experienced and fully Chartered Pension Specialist giving independent advice on final salary, occupational and personal pension schemes.
We can advise you on
    • Corporate pension
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • 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
Meet our advisers
adviser-person
Peter Baker APFS
Pension Specialist
Where to find us

Create Financial Management, York House, Stephensons Way, Wyvern Business Park, Chaddesden, Derbyshire, Derby, DE21 6LY

About us

We are a Chartered Firm of Independent Financial Advisers specialising in pensions and investments. We provide expert financial advice and offer a Wealth Management Service where we actively manage your money.

We have gained the prestigious Chartered title from the Chartered Insurance Institute (CII). This is our industry's gold standard for firms of financial planners, as only the UK's premier firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Based on Pride Park in Derby I give pension transfer advice to employees of the region’s biggest employers.

If you are nearing retirement and want advice on all your options I can talk these through with you including the most appropriate way to take a lump sum for your circumstances.

Our services

I am an experienced, specialist pensions adviser giving you advice on final salary pension transfers from deferred Final Salary (occupational) pension schemes.

BY TRANSFERRING YOUR OCCUPATIONAL SCHEME BENEFITS INTO A PERSONAL SCHEME PENSION YOU MAY BE GIVING UP RIGHTS TO GUARANTEED BENEFITS, KNOWN LEVELS OF PENSION INCOME, AND FUTURE INCREASES.

A PENSION IS A LONG TERM INVESTMENT, THE FUND MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

By transferring your occupational pension scheme benefits into a personal pension you may be giving up rights to guaranteed benefits,known levels of pension income, and future increases.

.

Similar advisers near you

Independent Financial Adviser 0.07 mi
Let me help you make your life easier, complex matters explained in plain English, making sense of your Financial Plans.
 
Independent Financial Adviser 1.09 mi
 
 
Independent Financial Adviser 1.52 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 1.83 mi
Helping you to achieve financial security.