Who is Creative Wealth Management?

Creative Wealth Management (CWM) is a boutique financial services business that focuses on providing quality strategic financial solutions to our clients. We cater for all types of clients, from those who are looking for guidance on how and where to start their wealth accumulation path right the way through to those who are considering retirement or have already retired.

"If you have questions about parts of your financial puzzle, and you will, you need the right answers. CWM is here to find the answer for you.
So go ahead and ask us your questions."

Our aim is to help our clients maximise the prospects of achieving their financial and therefore lifestyle goals both along the way as well as during their retirement years. We pride ourselves on providing quality advice that is moulded to the individual client's needs, circumstances and time frame. Client satisfaction, comfort and peace of mind are key considerations throughout everything CWM does.

We pride ourselves on being a genuine Fee for Service business that has an extremely competitive pricing structure - value for money and long term mutually rewarding relationships is what we aim to achieve. We believe so strongly about this that we offer a value guarantee (see below).

Creative Wealth Management is here to provide you with guidance and advice on how the pieces of your Financial Puzzle come together. Contact us today to find out more about our services and how we may be able to assist you. All initial contact and consultations are free of charge as they are part of the introductory process.

"Every puzzle starts with the first piece being put in place and then you build from there. Contact us today we are waiting to help you."

Yours sincerely

Daniel Boote
Managing Director

Value Guarantee

CWM guarantees that our advice & strategy recommendations will generate a real value return for you of at least the value of our plan fee in the first year of implementation. Or CWM will refund the total plan fee to you.*

* This guarantee is based on you the client fully adopting and implementing our advice and recommendations in line with the time sensitive nature of the recommendations where applicable. This guarantee is void if legislation changes unexpectedly that directly diminishes the benefits to be gained from our advice.