Create Wealth Management Ltd

Independent Sophia House, 28 Cathedral Road, Cardiff, South Glamorgan, CF11 9LJ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Peter Davies FPFS, CFP
Chartered & Certified ISO22222 Financial Planner
Certified Financial Planner Chartered Financial Planner ISO 22222- Personal Financial Planning
Stephen Ng Dip PFS
Independent Financial Adviser & Certified ISO22222 Financial Planner
ISO 22222- Personal Financial Planning
What our clients say
I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.
Mrs Howell, Pembrokeshire
As the Managing Partner running an increasingly busy consultancy that helps others market and maximise the value of their own businesses, my own finances often took a back seat! From a recommendation, I turned to Stephen and the team at Create Wealth Management several years ago and have not been disappointed. The highly professional attention I enjoy means I can get on with my work knowing my finances are on track. Stephen ensures we review my situation and portfolio regularly and is always flexible to fit in with my busy schedule. He can now count amongst his clients, several people I have been more than happy to recommend.
Noel Baden-Thomas, Cowbridge
I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.
Chris Beames LLB, Senior Partner, Berry Smith Solicitors, Cardiff
Where to find us

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

Make an enquiry
About us

We are one of only a handful of firms in the UK who are Chartered Financial Planners and have been certified as complying with BS8577 (the British Standard for financial planning and advisory firms). We 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 care of the details and take away the frustration of financial planning. The benefits to you? You don’t deal with a faceless corporation, you deal with real people.

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".

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value