Mark Bailey at Create Financial Management

Independent Financial Adviser  Leicester, Leicestershire, LE2 7ES
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FCA authorised
Last authorised 21st June 2021
I am an experienced pensions adviser, I specialise in occupational, workplace and personal pension plans.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Mark Bailey DipPFS
Consultant
About us

We are a Chartered Firm of Independent Financial Advisers specialising in pensions and investments. Create Financial Management LLP provide expert financial advice and offer a Wealth Management Service where we actively manage your portfolio. Within Create Financial Management LLP our advisers can also advise on tax planning and trusts, individual and group protection. A full list of our services can be found in the ‘we can advise you on’ section.

Tax treatment is based on individual circumstances and may be subject to change in the future.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend on the size of your fund at retirement, future interest rates and tax legislation.

Our services

Based in Leicester and with our office based on Pride Park in Derby, I provide retirement planning and pension support services to individuals and employees throughout the Midlands.

If you are approaching 55 (57 from 2028) or have a lower protected pension age pension) or nearing your planned retirement date and would value independent advice on your options, I will translate the pensions jargon in plain English to help you achieve your desired outcomes.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Leicester, Leicestershire, LE2 7ES

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