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.)

News


The 10 seaside towns with the most affordable housing
4 July 2009 | 1:01 am

Looking for a house on the seaside? Avoid the south west and instead head to the north.

Why the momentum could falter
4 July 2009 | 1:01 am

There’s no immediate problem for the world economy - but the scope for disappointment next year is huge, economist Roger Nightingale writes.

Our eight signs call the recovery into question
4 July 2009 | 1:01 am

Is the recovery in full swing or on its last legs? See our eight key graphs.

Saturday Papers: other news
4 July 2009 | 1:01 am

Shrewd Snapshot
4 July 2009 | 1:01 am

A look at where the experts have been investing their money.

Our services at a glance

Personal Services
 
Corporate Solutions

Get more from your pension with an Open Market Option

When buying anything in life, it's always good to know you're getting a great deal. Why should buying an Annuity be any different?

If your retirement age is approaching, it could soon be time to consider purchasing an annuity: a lifelong income that you buy using the money you've saved in your pension funds. However, you don't have to take the annuity your current pension company offers you. All Insurance companies pay different rates depending on age. By applying for an Open Market Option you can ensure you receive the best rates in the market for your circumstances.

We can do this at no cost to you, please click here and complete your details and we will then be in touch to arrange a free quotation.

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.

Create Financial Management