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Chartered Financial Planning & Wealth Management

The Creative Wealth Management team are Chartered Financial Planners, offering financial advice designed to give you confidence in your future and control over all areas of your financial planning. Whether you’re retiring, buying a home or seeking protection for your loved ones, we can help you.

As  Chartered Financial Planners, we carry the highest professional accreditation in the UK, and we are registered, authorised and regulated by the Financial Conduct Authority.

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We do more than you might think...

Business Protection

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Estate Planning

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Final Salary Pension Transfer

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Investment Advice

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Mortgage Advice

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Pension Advice & Retirement Planning

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Pension Transfer Advice

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Personal Protection

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Why get Financial Advice from Creative Wealth Management?

Is your future in control or in the balance? Life isn’t always straightforward, so getting professional financial advice to straighten out your decision making is one of the most valuable things you can do for your future.

We can help you by creating a realistic and sustainable financial plan that recognises your circumstances today, the things you consider most important, and that helps you make the best choices, we will give you greater security and control over your tomorrow. So talk to us, and let’s tip the balance in your favour.

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How Creative Wealth Management’s Chartered Financial Planners can help you

Today you have access to a bewildering array of financial products and services. Having greater choice means you can get precisely what you need but knowing which of these are right for you can be tricky. Our approach starts with understanding you, your current circumstances and your goals. Only when we’ve listened carefully and identified your priorities will we begin to craft your financial plan.

Using specialist expertise, a thorough understanding of your circumstances and what’s most important to you we guarantee a personal financial plan that puts you in control of your finances. We will give you clarity on your existing circumstances and a crystal-clear understanding of how you can realise your future ambitions.

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Let Creative Wealth Management give you peace of mind with your finances

We are a trusted adviser to many private clients, managing over £250m of client funds. But we spend as much time investing in strong relationships with clients as we do in protecting, nurturing and growing our clients’ wealth. We’re here not just to help simplify the complex world of financial services, we’re here to make tomorrow something to look forward to.

So, if you’re looking for peace of mind, why not take a piece of ours?
Talk to Creative Wealth Management today.

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Get in touch with Creative Wealth Management today

Contact us

Creative’s Wealth Management team has added a valuable layer of high-quality service to the proposition we deliver to clients. What makes them so different to other 3rd party DB transfer specialists, is the way they work so closely with the introducing IFA to ensure the most appropriate outcome is achieved. In addition, their total professionalism shines through the whole process."

Independent Financial Adviser

Thank you for all that you have done.Throughout the whole process you have been most helpful, informative and a pleasure to deal with."

Private ClientWealth Management

I always feel that the quality of advice, compliance and service is exceptional. Beyond that, when dealing with the advisers specifically, we always feel that they have clients interest at heart which is synonymous with our own business practices."

Karl FentonTony Fenton & Sons Wealth Management LTD

Friendly…
Well informed…
Trustworthy."

Private Client

The service and care provided by the team is exceptional."

Private Client