Create Wealth Management is a chartered financial planning firm. It specialises in cashflow-based lifetime financial planning and investment, retirement planning and wealth preservation.

With offices in Newport, Cardiff, Windsor and Marlow, the firm was formed with the belief that high-quality, professional financial advice and investment planning can only be achieved through a transparent, fee-paying relationship, free from the potential for bias associated with commission-based firms and services.

The firm and its directors gained certification to BS8577 and ISO22222 in 2015 and have continued to maintain this annually. Standard International’s financial planning certifications are known for being some of the toughest to achieve and have helped the business achieve strong organic growth, year on year.

In October 2019 Create Wealth became one of the first adviser firms in the UK to be awarded fully Regulated Claims Management permissions by the FCA.