Mark Bailey at Create Financial Management
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.
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.
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Telephone
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Face to face
Leicester, Leicestershire, LE2 7ES
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