Creative Wealth Management

Financial Adviser (Restricted Whole of Market) Stephenson House, 2 Cherry Orchard Road, Croydon, Surrey, CR0 6BA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
Award-winning financial advisory business with Chartered status - choose the best for your financial wellbeing.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Ben Sier
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Steffan Alemanno
Financial Planner
Accreditations
Certified Financial Planner
adviser-person
Brendan Jordan APFS
Financial Planner
Accreditations
Chartered Financial Planner
Craig Harrison FPFS IMC
Managing Director
Accreditations
Chartered Financial Planner
David Bull APFS
Financial Planner
Accreditations
Chartered Financial Planner
Andrew Clark MCSI
Financial Planner
Adrian Nunn
Financial Adviser
Accreditations
Certified Financial Planner
Where to find us
About us

Award-winning national financial planning business with expertise in retirement planning and investments. Please contact us to arrange a complimentary introductory meeting.

Our services

We provide expert financial planning and knowledge of the myriad of providers and products to give our clients a top class service. We are a Chartered Financial Advisory business.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Creative Wealth Management is a trading style of Creative Benefit Wealth Management Limited (company no. 8196422), who are authorised and regulated by the Financial Conduct Authority (590290). Registered in England, 8196422, Cannon Place, 75 Cannon Street, London, EC4N 6AF.

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