We value Stephen’s opinions greatly. He has a thorough understanding of our needs and requirements on all financial matters. Over the years, Create Wealth have advised and assisted us on our financial planning, in particular our pensions, life policies and mortgages. I have always felt that my interests were their priority and I would fully recommend Create Wealth.

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.

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.