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Tel: 01592 593740
Email: info@cpfsltd.co.uk
16 Wemyssfield
Kirkcaldy
KY1 1XN

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Expert Independent Advice

We always offer independent advice to help you manage you finances

Welcome to Create and Prosper Financial Services Ltd

We are a firm of Chartered Financial Planners and offer a comprehensive independent financial planning service. Chartered Status is the professions gold standard for financial planners. A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to clients, partners and employees.

We would be delighted to assist in all areas of financial planning. Examples of areas of expertise include the following:

  • Pension Planning

    When do you want to retire and how much income will you need?

  • Estate Planning and Trusts

    Do you have plans in place to address Inheritance Tax and to pass money on to your loved ones in the event of your death?
  • Investments and Regular Savings

    Are you making the best use of any spare capital or surplus income?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection

    Would you require a regular income or a cash sum if you suffered a serious illness or disability?


We hope you find the site both useful and informative. Please do not hesitate to contact us for an initial consultation without any cost to or obligation from yourself. The Financial Conduct Authority does not regulate Inheritance Tax planning.

The Financial Conduct Authority does not regulate Inheritance Tax planning.

Reviews and Ratings for Financial adviser Graeme Inglis, Kirkcaldy
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