Creative Financial Solutions

Independent Financial Adviser The Garden House, High Street, Hartley Wintney, Hampshire, RG27 8NY
FCA verified
15th October 2018
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
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Duncan Sherlock
Director
adviser-person
Philip John
adviser-person
Simon John
Director
Where to find us

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

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

We will be happy to discuss your requirements and then provide details of what costs you can expect to incur

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