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 profession's 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.