Stephen Waite of Create Financial Management

Independent Financial Adviser  York House, Derby, DE21 6LY
First meeting at adviser's own cost
My aim is straightforward: to offer you the highest possible standards of assistance and advice I am a Diploma Qualified Independent Financial Adviser providing advice in many areas.
We can advise you on
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Annuity purchase
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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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Mortgage protection
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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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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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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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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
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Stephen Waite
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Based in Derby and covering the Midlands; my aim is straightforward: to offer you the highest possible standards of assistance and advice, whenever you require financial planning expertise. I strive to provide you with exceptional client service. Do you need to review your existing arrangements? I can advise you on all your pension and investment needs including consolidating your old pension schemes, transfers and drawdown. Your first consultation will be at no cost to you

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

Our services

Exceptional client service, For Individuals. Need to review existing arrangements? Pensions reviews and Drawdown, and advice on consolidation of old Pension. Investment and ISA reviews Your first consultation will be at no cost to you

Where to find us
Head office address: York House, Stephensons Way, Derby, DE21 6LY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021

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