ABOUT CREATE WEALTH MANAGEMENT LTD
Welcome to Create Wealth Management Ltd, Chartered Financial Planners
We help clients enjoy today, knowing that tomorrow is taken care of. If you are looking to create, grow or protect a secure financial future then we would like to help you. Working in partnership with you, we provide a bespoke and highly personal service to, typically, Private Clients with investable assets, including pension funds, usually in excess of £200,000.
Please take time to explore our website and testimonials to see how we have helped other people. If you think we may be able to help you take control of your finances, be better organised and build a more secure financial future, we would be happy to arrange an initial meeting.
This meeting would be at our expense and would allow us to understand exactly what you are trying to achieve, if we can help you, and to explain how we work. You will then be in a position to make an informed decision about whether
Create Wealth Management Ltd, Chartered Financial Planners
is the right adviser for you.We are one of the UK’s leading providers of
We are one of the UK’s leading providers of fee based, high quality financial planning, wealth management and investment services. This most recent award acknowledges our goal.
KEY FINANCES
Year
2016
Assets
£154.63k
▲ £16.06k (11.59 %)
Cash
£136.04k
▲ £0.59k (0.44 %)
Liabilities
£46.76k
▼ £-3.23k (-6.46 %)
Net Worth
£107.87k
▲ £19.29k (21.77 %)
REGISTRATION INFO
-
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-
UK
-
Cardiff
- Company name
- CREATE WEALTH MANAGEMENT LTD
- Company number
- 05288526
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
16 Nov 2004
Age - 20 years
- Home Country
- United Kingdom
CONTACTS
- Website
- www.createwealth.co.uk
- Phones
-
08001 182 526
- Registered Address
- SOPHIA HOUSE,
28 CATHEDRAL ROAD,
CARDIFF,
SOUTH GLAMORGAN,
CF11 9LJ
ECONOMIC ACTIVITIES
- 66190
- Activities auxiliary to financial intermediation n.e.c.
LAST EVENTS
- 23 Dec 2016
- Confirmation statement made on 16 November 2016 with updates
- 02 Aug 2016
- Total exemption small company accounts made up to 30 November 2015
- 01 Dec 2015
- Annual return made up to 16 November 2015 with full list of shareholders
Statement of capital on 2015-12-01
GBP 2
See Also
Last update 2018
CREATE WEALTH MANAGEMENT LTD DIRECTORS
Stephen Anthony Ng
Acting
- Appointed
- 13 February 2006
- Role
- Secretary
- Address
- 5 The Glen, Langstone, Newport, Gwent, NP6 2NR
- Name
- NG, Stephen Anthony
Peter Lewis Davies
Acting
PSC
- Appointed
- 16 November 2004
- Occupation
- Independent Financial Adviser
- Role
- Director
- Age
- 57
- Nationality
- British
- Address
- Silverbrook, The Common, Woolaston, Lydney, Gloucestershire, GL15 6NY
- Country Of Residence
- England
- Name
- DAVIES, Peter Lewis
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Stephen Anthony Ng
Acting
PSC
- Appointed
- 11 July 2006
- Occupation
- Financial Adviser
- Role
- Director
- Age
- 59
- Nationality
- British
- Address
- 5 The Glen, Langstone, Newport, Gwent, NP6 2NR
- Country Of Residence
- Wales
- Name
- NG, Stephen Anthony
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Thomas Gervais Rentoul Brown
Resigned
- Appointed
- 16 November 2004
- Resigned
- 13 February 2006
- Role
- Secretary
- Nationality
- British
- Address
- 103 Grosvenor Road, Prestatyn, Clwyd, LL19 7TR
- Name
- BROWN, Thomas Gervais Rentoul
Thomas Gervais Rentoul Brown
Resigned
- Appointed
- 16 November 2004
- Resigned
- 03 May 2006
- Occupation
- Independent Financial Adviser
- Role
- Director
- Age
- 82
- Nationality
- British
- Address
- 103 Grosvenor Road, Prestatyn, Clwyd, LL19 7TR
- Country Of Residence
- Wales
- Name
- BROWN, Thomas Gervais Rentoul
REVIEWS
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Excellent according to the company’s financial health.
