Stephen Waite of Create Financial Management

Independent Financial Adviser  York House, Derby, DE21 6LY
check
FCA authorised
Last authorised 13th September 2021
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Mortgage protection
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Mr Stephen Waite
IFA
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

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

York House, Stephensons Way, Derby, DE21 6LY

Similar advisers near you

Independent Financial Adviser 0 mi
Let me help you make your life easier, complex matters explained in plain English, making sense of your Financial Plans.
 
Independent Financial Adviser 1 mi
We can help you plan for your financial future
 
Restricted - whole of market 1.14 mi
We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
 
Independent Financial Adviser 1.23 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.