Creative Wealth Management started life in 2008 with the simple mission of providing the highest quality advice at competitive rates to individuals across the full spectrum of financial advice including investments, pensions, estate planning and protection.
As of the start of 2022, we are a Chartered Financial planning firm managing over £250m of client’s assets on behalf of more than 400 family groups.
Our clients have established trusted relationships with our Financial Planners which allows them to focus on the things that are important to them, safe in the knowledge that their finances are in order.
Our careful planning has enabled clients to achieve their goal ranging from the purchase of a dream property, to retiring early, to gifting money to grandchildren and watch them enjoy it without fear of running out of money themselves.
If you are looking to appoint a new financial planner, we’d very much like to hear from you.