Create Wealth Management Ltd

Independent Financial Adviser The Old Barrel Store, Draymans Lane, Marlow, Buckinghamshire, SL7 2FF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
Chartered Financial Planners providing advice to clients who seriously want to make good decisions with their personal finances.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • 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
    • Wealth management
    • Long term care
Meet our advisers
Peter Davies FPFS, CFP
Chartered & Certified ISO22222 Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner ISO 22222- Personal Financial Planning
Stephen Ng DipPFS
Independent Financial Adviser & Certified ISO22222 Financial Planner
Accreditations
ISO 22222- Personal Financial Planning
What our clients say
I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.
David Kelly, Almondsbury
Thank you Create Wealth especially Peter. You have patiently guided me in the right direction as to obtaining the best outcome for my self employed pensions and I am very pleased with the results. I would certainly recommend your services.
Mr D Walters, Bristol
Stephen has always set aside time for myself and my wife to review our options on investments, we never feel rushed into decisions. His advice over the last 2.5 years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.
Mal Boundy, Melksham
Where to find us

The Old Barrel Store, Draymans Lane, Marlow, Buckinghamshire, SL7 2FF

Contact us
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 appear in Citywire and New Model Adviser's Top 100 Firms in the UK for 2014 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".

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Create Wealth Management is authorised and regulated by the Financial Conduct Authority, firm reference number 425738.

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