Creative Benefits is a Chartered Financial Planning business. We offer UK employers and individuals access to expert corporate and personal financial planning. We bring together the complementary services of our three teams:
As the name suggests, Creative Auto Enrolment specialises in auto enrolment services. Please visit the site for full details.
Creative Employee Benefits specialises in helping employers gain the best return on their employee benefits expenditure. We aim to build long-term client relationships and are proud to have retained 97% of our clients since we established our business 7 years ago. Our expert consultants have an average of over 15 years’ relevant industry experience, meaning they know the market inside out and can solve many technical and logistical challenges.
We can provide corporate consultancy and regulated financial advice for employees. This two tier approach makes a real difference as employee services bring your benefits to life.
Creative Wealth Management provides regulated financial advice to help individuals protect and build their personal wealth. Our Chartered Financial planners operate to the highest ethical and service standards ensuring that our private clients receive unbiased advice coupled with expertise and practical help.
We can advise holistically and provide ongoing reviews across a complete portfolio of investments and tax ‘wrappers’ (financial products), or, we can advise on a specific aspect, e.g. retirement choices.