0330 038 8940
Based in Windsor
View locationChecks carried out by VouchedFor
FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Peter has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Peter has provided information on their typical fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Peter
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Peter has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Peter has provided information on their typical fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Peter
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
Over 35 years experience of providing face to face advice to clients who seriously want to make good decisions with their personal finances. How do I do this? Firstly, I discuss with you where you feel your finances are now and consider your goals and objectives and your plans for the future. Secondly, I create a simple overview of the facts and figures with capital savings and investments, tax position, income and expenditure, retirement plans, protection needs, mortgage and debt, and consider priorities. Thirdly, I develop a financial plan which identifies what you need to do now, in the next 3 to 6 months and in the next few years to help you get to where you want to be. We then start to implement that plan, putting into place the things you need to do in order that you will meet your future goals. Finally, we agree our next meeting date and what we are to review (and let you get on with doing the things you want to be doing). My Goals? Just to give great guidance and advice - and understand what you want to achieve better than the rest - then help you get there.
Offers available through VouchedFor
Contact Peter through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Peter's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
Create Wealth Management Ltd is authorised and regulated by The Financial Conduct Authority. Create Wealth Management Ltd is registered in England and Wales, Company registration 5288526