Services

Chartered financial planning to protect and build your wealth.

At Creative Wealth Management, we provide tailored advice on managing your finances over the long term. Between them our team of Financial Planners have over 100 years’ industry experience, meaning they are perfectly skilled to understand what’s important to you and then recommend the most appropriate solutions.

Whether it’s retirement planning or advice relating to investments, estate planning, mortgages or protection, we can offer you a range of creative options. Our role is to broaden the horizons of what is possible for you, both now and in the future.

We like to call it the ‘chronology of life’ and work with you to ensure your savings match your current life goals, as well as your requirements as you grow older. Is your money working as hard as it can for you now? Will it have enjoyed growth and be accessible when you need it later? In other words, are you maximising your opportunities now so that you can live the lifestyle you want to in retirement?

We want to help you get the most out of life and celebrate what you have. Instead of being anxious about the future and worrying that you have to continually save, we want you to be confident about your finances so that you can enjoy your todays as well as your tomorrows. After all, aspirations are only useful, in our view, if you can turn them into experiences at some point.

And financial planning gives you the framework to do this – to determine the life you want to lead, the amount of money you will need to live that lifestyle and the steps you will need to put in place to get there. By looking at your risk profile and the time frame you’ll need for a return on your investments, we can help you to reach your goals.

  • The value of your investment may go down as well as up

Defined Benefit Transfer Advice

Pension & Retirement

Personal Protection

Personal Pension Transfer Service

Business Protection

Personal Investments

Mortgages

Estate Planning

Investment Consulting

Contact

To start a conversation about the creative opportunities we could offer you as a company or individual, get in touch below: