Create Financial Management LLP is a firm of Independent Financial Advisers with offices located on Wyvern Business Park, Derby.
To be able to assist you we have a large team of Independent Financial Advisers – several already having Chartered Status, with the other Advisers studying towards Chartered status, which is the highest qualification for Independent Financial Advisers.
Our aim is straightforward: to understand the needs and desires of each of our clients. With this information, we can then proceed to agree on a comprehensive plan for you to achieve those ambitions. Our aim is also to offer you the highest possible standards of assistance and advice whenever you require financial planning expertise. Our goal is to exceed your expectations – so much so, that once you experience our friendly and professional advice, you need never look elsewhere for financial planning help. In this way, we strive to build genuine long-term relationships with our clients.
At Create Financial Management LLP, we believe that you need choice in the type of advice you receive. Whereas some advisers act for just one product provider, we can offer a choice of solutions from the whole of the market. It is your choice as to how you would like us to operate, we will select the most appropriate advice according to your wishes and circumstances. This will, however, be fully discussed with you before any advice is given.
You choose how you want to work with us. You can arrange to meet your advisers annually or more frequently. You can discuss your needs over the telephone, face to face or through electronic media.
We also run a Wealth Management Service for our clients who have money invested in Pensions, ISAs and Other Investments where top-performing fund managers are accessed and reviewed every 4 months with clients receiving 4 monthly reviews and online access to their Investments.
More about that here: Wealth Management Service
Create Financial Management LLP is different in other ways too. We combine the vitality of a young, efficient company with substantial knowledge of the Financial Services industry. All of our advisers have many years’ experience gained from working within some of the UK’s leading organisations. Our advisers are highly trained, their market knowledge is continually honed and they have the support of an outstanding administrative team.
We are committed to enhancing our personal service through technology. We believe that Financial Advisers cannot provide the best service without excellent technological support. Not only does this enable your adviser to identify your current and future financial planning needs, it also enables them to source without delay the products, funds or services to meet those needs.
Above all, our aim is to build a lifetime relationship with you. As your needs change you have the reassurance of knowing that we are always there to provide assistance.