Create Wealth Management
Cardiff, South Wales
28 Cathedral Road, Cardiff
We work with individual clients and businesses to remove their worries and concerns as they move towards the achievement of their goals and aspirations.
We provide a predominantly fee based service, ensuring totally unbiased advice is given and our wealth management investment & pension plans are considered some of the most effective and comprehensive within our profession.
Through our commitment to excellence & integrity, we aim to establish a long term relationship with all of our clients, securing them a successful future. We consider diarised regular reviews and client meetings essential.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you. We are available to meet you in person, or if you would prefer it is possible to hold a consultation over the telephone.
Peter Davies MD of Create Wealth Management
- We are happy to be remunerated by way of fees or commission or a combination of both. Our fee structure, which is available on request, ensures that our advice and recommendations are not in any way linked to the commission that is payable from a product provider.
Our clients are reassured that they are receiving totally unbiased advice at all times.
- Opening Times:
- 9:00am - 5:30pm Monday to Friday
- FSA Reference Number: 425738
- Number of Advisors: 2
- Client Type: General Public and Business
- Specialisms: Pensions & Investments
- Remuneration Type: Various
- Home or Workplace Visits: Yes
- Additional Services: Inheritance Tax Planning
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We are situated on one of Cardiff most prestigious roads, Cathedral Road, in the heart of the City.
Sophia House, 28 Cathedral Road is at the Millennium Stadium end of Cathedral Road and is very close to the turning for Sophia Gargens, the home of Glamorgan County Cricket Club where the 1st Ashes Test Match will be played in July 2009.