Our Advisers

	Our highly qualified and experienced team of Financial Advisers and Mortgage Brokers are ready to help you to “Create and Protect Your Wealth”
	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 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.
	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 DipPFS, 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.
	Roger Smith DipPFS, 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.
	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.
	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.
	Alex Bolton, APFS, Chartered Financial Planner Alex is a Chartered Financial Planner and Pension Specialist. Alex completed a Law Degree at the University of Bristol and upon graduating in 2006 decided to embark on a career in financial services. He worked his way up through the industry gaining a wealth of experience and has been a Financial Adviser since 2012. Alex has particular experience and interest in at retirement advice, complex pensions work and Inheritance Tax Planning. Having achieved Chartered Status Alex continues to develop further skills and knowledge gaining additional industry qualifications. In recent years Alex has achieved the Investment Management Certificate and a qualification with the Society of Trust and Estate Practitioners.
	David Guard DipPFS, 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.
	Matt Newberry DipPFS, 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 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.
	Jo Highton, FPFS, Chartered Financial Planner Jo is a Chartered Financial Planner and has worked in the financial services industry for over 15 years, helping clients make the most of their money, creating and protecting their wealth. She enjoys working closely with clients to help them achieve their financial goals and maintain long term relationships, whilst guiding them through their different life stages. Outside of work, Jo enjoys spending time with her husband and daughter as well as learning different creative crafts and interior design.
	Stephen Waite BSc (Hons) DipPFS, 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.
	Scott Woodford DipPFS, 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 APFS, Chartered Financial Planner 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.
	Chris Askew, DipPFS, Independent Financial Adviser Chris has worked in Financial Services since 2000, providing services to clients, ensuring that they benefit from valid and relevant advice. He has a wealth of experience, treating clients with empathy and understanding. He will take the utmost care to understand your needs and objectives before making any recommendations and then continue to hold regular reviews to ensure that your goals are met. Chris is currently studying for his Advanced Diploma. Outside of work, Chris likes to spend time with his family. He enjoys dancing, both Ballroom and Latin, music, classic cars and walking the dog in the Derbyshire countryside.
	Dan Gaylor, DipPFS, Independent Financial Adviser Dan has worked in financial services for over 15 years including working for many top financial institutions in London. Dan is a Pension Transfer Specialist (PTS) who enjoys nothing more than helping people achieve their retirement goals through great planning, sensible investing and taking income in the most tax efficient manner. He often works to the mantra ‘investments should be boring, life should be interesting’. He spends time doing the boring work so clients can spend their time enjoying life! Not confined to just working in the retirement sector, Dan is happy to help clients with all aspects of financial advice whether for the short, medium or long term. Outside of work, Dan can often be found exploring the Derbyshire countryside with his young family as well as keeping up with the latest developments within the world of sport.