1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Hartley Wintney
  10. breadcrumb-arrow
  11. Creative Financial Solutions

Creative Financial Solutions

Independent Financial Adviser  The Garden House, Hampshire, RG27 8NY
check
FCA authorised
Last authorised 24th January 2022
We are holistic financial planners that build long term relationships with our clients to ensure their requirements are continually met.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Meet our advisers
MR Simon John
Director
MR Philip John
MR Duncan Sherlock
Director
About us

At Creative Financial Solutions we believe in giving clients the ability to be able to make informed decisions. This includes the way they pay for advice. We aim to build a long term relationship which leads to a mutual respect and have very high client retention. If you wish to arrange a suitable time to sit down and discuss your requirements then please contact us.

Our services

At Creative Financial Solutions we are very proud of our reputation to provide clients with a service they value. We provide solutions that are tailored to clients needs, each client is different so it is vital when building a relationship that you are able to provide a solution that meets their individual requirement. Many clients comment on the way we explain things in a way they understand. We have 2 advisers and 1 Mortgage and Protection Specialist who between them have over 80 years experience in financial services.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

The Garden House, High Street, Hartley Wintney, Hampshire, RG27 8NY

Similar advisers near you

S4 Financial Limited
Independent Financial Adviser 0.17 mi
 
 
See profile
The Private Office
Independent Financial Adviser 0.22 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Atticus Financial Planning Ltd
Independent Financial Adviser 2.61 mi
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
 
See profile
Jupp Castle Financial Services Ltd
Independent Financial Adviser 2.84 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
See profile