Create Financial Management LLP

Independent Financial Adviser  Create Financial Management, Derby, Derbyshire, DE21 6LY
As a chartered Independent Financial Advisor, I have the knowledge and experience to help you meet your financial objectives.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Buy to let
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Luke Baker
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
He set out what I could borrow , how much I would pay each month, the total cost. But most importantly how much I would save. The most important thing was that I wished to reduce the amount I paid monthly and the overall amount I would pay back, which Luke helped me to achieve
Robert, Sutton-In-Ashfield
Luke was extremely helpful,reassuring, professional and most of all approachable and friendly.This was a very stressful time for me .....but Luke made my journey relaxed and easy ......I will recommend Luke Baker to everyone who seeking professional financial matters.Thankyou so much Luke
Julie, Bulwell, Nottingham
Luke guided me though a range of options and made it very clear what the options were for buying my house. Made the entire process seamless. Luke was brilliant - there was no aspect of his service that I could have improved.
Chris, Mansfield
About us

Create Financial Management LLP is a firm of Independent Financial Advisers with offices located on Wyvern Business Park, Derby. Our aim is straightforward: to offer you the highest possible standards of assistance and advice whenever you require financial planning expertise. Our goal is to exceed your expectations – so much so, that once you experience our friendly and professional advice, you need never look elsewhere for financial planning help. In this way we strive to build genuine long-term relationships with our clients.

Our services

I pride myself on the service that I offer to my clients, whether that being taking extra time to explain the complexities of a product by taking you through every step. Combining this service with chartered independent financial advice means that you will be offered the most appropriate advice for your personal circumstances.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th January 2020

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