Create Financial Management - Independant Financial Advisors, Creating and protecting wealth
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Tel: 01332 548100

Our Advisers

 

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Our highly qualified and experienced team of Financial Advisers and Mortgage Brokers are ready to help you to “Create and Protect Your Wealth”

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Roger Lee APFS, Chartered Financial Planner

Roger is a Partner in the firm and has 33 years experience in the industry including 17 years with Prudential. He became an Independent Financial Adviser in 2001 and set up the current business with Karen Scott in 2003. He enjoys helping clients to achieve their goals in life and in particular helping them get the best returns possible from their investments within their risk profile. Roger believes very strongly in providing a very high level of service to clients at all times and working closely with clients.

Away from work, he is a keen sports fan, particularly football, skiing and cycling and enjoys spending time with family and friends.

 Karen Scott

Karen Scott BSc (Hons) FPFS, Chartered Financial Planner

Karen is one of the two Partners in the firm, with over 15 years industry experience. Karen is a Chartered Financial Planner and specialises in investment and pension planning, both from a pre and post retirement aspect. She especially enjoys guiding clients through the transition from their working life into retirement and helping plan a comfortable tax efficient retirement, with this process often beginning years before the actual ‘retirement date’.

Away from work, Karen enjoys being outdoors walking & training her dogs. She also follows most sports, with a particular passion for Manchester United Football Club.

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Peter Baker APFS, Chartered Financial Planner

Peter is a Chartered Financial Planner with 15 years of experience and specialises in investment and pension planning including defined benefit pension schemes and personal pensions. He offers a friendly yet professional service and always talks in easy to understand language.

In his spare time Peter enjoys spending time with his family which often includes camping and cycling. He also enjoys fell running.

David Beach

David Beach Dip PFS, Independent Financial Adviser

David has worked in Financial Services for 20 years, specialising in Pensions and Investments. Prior to that, David worked in Engineering. He has previously worked for Prudential and Barclays Bank. David’s interests include travel and sport.

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Roger Smith Dip PFS, Independent Financial Adviser

Roger has worked in financial services for over 20 years having joined Prudential in 1992. Roger has since worked for R&SA and Natwest before becoming an independent financial adviser in 2001. Roger provides advice on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. Roger also provides professional advice on pension requirements, helping clients to make the most of their retirement opportunities.

Outside of work, Roger is the commercial chairman of OBCC (Ockbrook & Borrowash Cricket Club) and can be found in and around the club during the cricket season.

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Stephen Burrows APFS, Chartered Financial Planner

Stephen is a Chartered Financial Planner and has worked in the Financial Services industry for over 12 years, after completing a degree in Business Studies at University. His previous positions include working as a Financial Adviser and Stockbroker for an international financial services provider.

Outside of work Stephen enjoys spending time with his young family, as well as watching and taking part in several sports including football, badminton and cricket.

 Simon Dendle

Simon Dendle Dip PFS, Independent Financial Adviser

Simon holds the Diploma in Financial Planning, and certificate in Mortgage Advice and Equity Release. He is working towards chartered status. His particular area of interest is the commercial sector, be it sourcing commercial mortgages or reviewing or setting up new group pension schemes. Having worked as a mortgage adviser through the ‘credit crunch’, he has built up a valuable in depth knowledge of mortgages, and works hard to find a mortgage even in the most challenging of circumstances. Outside of work, Simon enjoys spending time outdoors, be it out mountain biking in the Peak District, taking Scouts caving, or volunteering as a member of a rescue crew for motorsport events.

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David Guard Dip PFS, Independent Financial Adviser

David has worked in the Financial Services Industry for a number of years. He worked with Pearl and Prudential before becoming an Independent Financial Adviser. David specialises in Pensions and Investments. His interests include Badminton and watching football.

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Matt Newberry Dip PFS, Independent Financial Adviser

Matt has over 20 years experience working within the Financial Services Industry. This includes 8 years of employment with the Lloyds TSB Banking Group where he covered many roles. Since leaving the Bank at the end of 2003, he became an Independent Financial Adviser and now specialises in pensions and investments. Matt is very passionate about his work and enjoys building long term relationships with his clients. Matt is currently working towards Chartered status and hopes to achieve this within the near future.

Outside of work, Matt likes to spend time with his wife and 2 young boys taking them on adventures, which normally involves a National Trust location. Matt also enjoys playing golf when he has the time.

 

 James Wallis

James Wallis MSc APFS, Chartered Financial Planner

James is a Chartered Financial Planner specialising in investment and pension planning. Prior to joining Create Financial Management, James undertook a Masters in Finance.

Away from work, James enjoys all sports including football, running and swimming.

 

Mark Bailey Dip PFS, Corporate & Pensions Specialist

Mark has worked in Financial Services for over 10 years and holds the Diploma in Regulated Financial Planning.  Prior to joining Create in October 2017, Mark worked for Oval Financial Services based in Nottingham, who were later acquired by Gallagher Risk and Reward.

Over the last couple of years, he has advised and supported a large number of businesses of all sizes through the auto enrolment process.

Away from work he is a keen tennis player, swimmer and cyclist.

 

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Stephen Waite BSc (Hons) Dip PFS, Independent Financial Adviser

Stephen holds the Diploma in Financial Services and has worked for Create Financial Management for over 10 years.  He has been a Financial Adviser for just over two years.  Prior to that he was involved in the research and report writing for the other advisers in Create.  Stephen has an excellent technical and product knowledge of pensions, investments and mortgages due to his background with Create. 

Away from work Stephen is a keen follower of many sports and also enjoys time on his bicycle.  He also enjoys time at home with his two young girls.

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Scott Woodford Dip PFS, Independent Financial Adviser

Scott has worked in financial services for over 20 years having joined Hearts of Oak Insurance Group in 1989 as a sales support administrator. In 1999 Scott then joined a small IFA business in Leicester and began advising clients on both a corporate and individual basis.

He then joined Oval Financial Services in 2007 following a Company takeover and became a specialist in corporate financial planning as well as continuing to advise clients on an individual basis.  He has been heavily involved in auto enrolment as well as advising companies on the wide range of employee benefits available in the marketplace.

Scott joined Create in June 2015 and continues to provide advice to both corporate and individual clients.

He enjoys a wide range of sports outside of work including golf, football and running.

 

Vince Savidge DipPFS CeMap, Corporate, Pension & Investment Specialist

Vince has worked in Financial Services for over 20 years, and holds the Diploma in Regulated Financial Planning.  Prior to joining Create Financial Management, he worked for Standard Life and Legal & General.  Vince was the Business Development Director for Oval Financial Services, who were later acquired by Gallagher Risk and Reward.

Over the last few years, he has Advised and helped  many businesses of all sizes through Auto-Enrolment, including a number of charities.   Vince enjoys making complex issues easy to understand, and enjoys reviewing clients Individual Pension and Investment plans, and for the Employer, their Employee Benefits plans.

Away from work, Vince likes to Travel and Scuba Dive.   In the summer, he can be found riding his classic Motorbike.

 

Luke Baker DipPFS CeMap, Mortgage Adviser

Luke is our dedicated Mortgage and Protection Adviser.  He has 13 years of experience in the financial services industry, with over 4 years experience as a mortgage adviser working with Lloyds Bank in Derbyshire and Nottinghamshire.  Luke’s aim is to help first time buyers and home-movers achieve their dreams of owning their ideal home, or simply to get a better deal on an existing mortgage, whilst making sure that if the worst happens, there is financial protection in place to support you and your family.

In his spare time, Luke is a keen musician and enjoys gigging at local bars, weddings and birthday parties.

Paul Morton, APFS, Chartered Financial Planner

Paul holds the advanced Diploma in Financial Planning and is a Chartered Financial Planner.  He has worked in the Financial Services for almost 30 years.  During this time Paul has advised clients on a wide range of financial matters including retirement planning, estate planning and investments.

When not at work Paul enjoys watching football, playing golf and taxiing his youngest son to various hockey fixtures.



Tel: 01332 548100
Email: advice@createfm.co.uk
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©2016 Create Financial Management LLP

Legal Status Create Financial Management LLP is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference 149826. Create Financial Management LLP is a Limited Liability Partnership. Registered in England. LLP no. OC305811. Registered Address: York House, Stephensons Way, Wyvern Business Park, Derby, DE21 6LY The guidance and/or advice contained within this website is/are subject to the UK regulatory regime and is/are therefore primarily targeted at consumers based in the UK.