Creating and protecting your wealth
Create Financial Management - Independent Financial Advisers

Create Financial Management

Create Financial Management LLP have a team of totally Independent Financial Advisers and Mortgage Brokers. This means that our clients and prospective clients are safe in the knowledge that we are working for them rather than an insurance company or single Investment House. We have access to virtually every insurance, pension and investment provider in the UK, which means whatever policies or investments our clients have, we can advise on them.

Our Independent Mortgage Advisers can also select and recommend mortgages from the whole of the marketplace. For advising on mortgages we charge a fee of typically £250 or we can accept commission from the lender. (Your home may be repossessed if you do not keep up repayments on your mortgage.)

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Legal Status

Create Financial Management is a trading name of Bates Investment Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal plc.

Bates Investment Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

The FSA do not regulate some forms of mortgages.

Bates Investment Services Ltd. Registered Office 1 Threadneedle Street, London EC2R 8JX.
Registered in England and Wales No. 3434648

The information contained within this website is intended for UK consumers only.

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Create Financial Management