Create Wealth Management Ltd

Independent Financial Adviser  Sophia House, Cardiff, South Glamorgan, CF11 9LJ
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FCA authorised
Last authorised 26th July 2021
Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Peter Davies FPFS, CFP
Chartered & Certified ISO22222 Financial Planner
MR Stephen Ng Dip PFS
Independent Financial Adviser & Certified ISO22222 Financial Planner
About us

We are one of only a handful offer of firms in the UK who are Chartered Financial Planners and certified as fully complying with BS8577 (the British Standard for financial planning and advisory firms). We consistently appear in the Citywire and New Model Adviser's Top 100 Firms in the UK and offer a distinctive approach to our clients and their financial affairs. You get all the benefits of personal attention and years of experience from an approachable, friendly team of professionals. We take time to listen and understand you and take care of the details.

Our services

Create Wealth Management regularly seeks feedback from its clients. Here are some of the comments we have received: "A highly personalised approach", "great attention to detail", "very good at listening, explaining concepts, investments and what risk really means", "friendly and approachable".

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Sophia House, 28 Cathedral Road, Cardiff, South Glamorgan, CF11 9LJ

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