Create Wealth Management Ltd, often referred to as Create Wealth™, are pleased to announce that they are the 15th firm in Wales to be awarded Chartered status by The Privy Council.
The status of Chartered Financial Planners allows the firm to demonstrate their professional dedication to elevating standards of knowledge, capability and ethical practice. Currently there are only 362 firms throughout the United Kingdom who have received this status. This is an excellent step forward for the firm, who also intend to remain fully independent following the Retail Distribution Review on 1 January 2013.
In today’s economic climate financial planning is crucial to everyday life. Create Wealth™ was formed in 2004 by Directors, Peter Davies and Stephen Ng. They have the ability to provide specialist advice on investment, retirement planning and wealth preservation. Their clients are diverse, including professionals, company directors, business owners, retired and retiring individuals and professional sportspersons.
The Chartered title promotes that Create Wealth™ is a financial planning firm that has demonstrated the highest standard of excellence and integrity; that they ensure their service is of the greatest quality and that the firm are committed to professional development to assure these standards are maintained.
When discussing this achievement with the Director of Create Wealth™, Stephen Ng, he said:
“To receive Chartered status is an excellent achievement for Create Wealth™ and one Peter Davies and I are extremely proud of. It offers the highest industry assurances about our ability, our expertise and our commitment to providing individually tailored investment planning and financial solutions to each of our clients at a high standard that we endeavour to maintain moving forward.”
Financial planning is a six step process that incorporates key goals, finance and planning to ensure you receive the best return from your investments. Create Wealth™ have offices based in Bristol, Cardiff and Langstone. They already advise a range of clients throughout the UK and have developed excellent working relationships with them.
For more information please visit www.createwealth.co.uk
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