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Experience & Vision

Our team

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Peter Baker APFS

Chartered Financial Planner

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Stephen Burrows APFS
Chartered Financial Planner

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Jo Highton FPFS
Chartered Financial Adviser

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David Guard DipPFS Independent Financial Adviser

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Michael Lee DipPFS
Independent Financial Adviser

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Vince Savidge DipPFS
Corporate, Pension & Investment Specialist

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Roger Smith DipPFS
Independent Financial Adviser

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Scott Woodford DipPFS
Independent Financial Adviser

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Joanne Thompson
Adviser Operations Manager

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Steven Andrews
Adviser Operations Manager

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Kate Henderson
Investment Proposition and Project Analyst

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Angela Bedford

Customer Experience Manager

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Jolene Derry
Paraplanner

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Merdith Jarvis

Paraplanner

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Danny Lewis
Paraplanner

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James Burrows
Administration Assistant

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 Luke Clay

Adviser Support Administrator

Create Financial Management
Address: York House, Stephensons Way,
Wyvern Business Park, Derby, DE21 6LY
Email: administration@createfm.co.uk
Phone: 01332 548 100

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