Create Wealth Management Ltd

Reference number: 425738

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When createwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 118 2526 is
  • Who else gives the postcode NP20 4PG
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Create Wealth Trading name
  • Create Wealth Chartered Financial Planners Trading name
  • D B Investment Services Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Claims management No FSCS cover
    Money you pay a claims company is not FSCS protected, but FCA rules cap what it may charge you for a financial services claim. Complaints about this firm go to the Financial Ombudsman Service free of charge.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Advice, investigation or representation in relation to a financial services or financial product claim
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05288526
Company status
Active
Company type
Private limited company
Incorporated
16 November 2004 (21 years old)
Registered office
The Estates Office, 25-26 Gold Tops, Newport, NP20 4PG, Wales
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Lewis Davies Director Jul 1967 16 Nov 2004 2 other companies
Stephen Anthony Ng Director Oct 1965 11 Jul 2006 2 other companies
Stephen Anthony Ng Secretary Not published 13 Feb 2006 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
still active
3
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Total equity

£578k

+25% from £462k

Cash at bank

£461k

−15% from £539k

Employees (average)

4

Same as 4

Owed within a year

£55.7k

−43% from £97.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05288526. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Create Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (18)

2016

6 April 2016

  • Peter Lewis Davies became a part-owner (25–50% of shares)
  • Stephen Anthony Ng became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

19 May 2006

  • Changed its registered name from "DB Investment Services Limited"

FCA register

2005

14 September 2005

  • Changed its registered name from "D B Investment Services Limited"

FCA register

19 April 2005

  • Became authorised by the FCA

FCA register

12 April 2005

  • Regulated by the Financial Services Authority from this date

FCA register

2004

16 November 2004

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms like Create Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Newport

Anglo-Celtic Financial Consultants LtdNewportAuthorisedApeiron Wealth Management LimitedNewportAuthorisedAyrin Financial ManagementNewportAuthorisedBeesure LtdNewportAuthorisedC Rengert & Company LimitedNewportAuthorisedChapelwood Financial Planning LimitedNewportAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Create Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Create Wealth Management Ltd FCA authorised?
Yes, Create Wealth Management Ltd (FRN 425738) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Create Wealth Management’s phone number and website?
The FCA register lists the phone number 0800 118 2526 and the website createwealth.co.uk for Create Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Create Wealth Management a scam or clone?
Create Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Create Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Create Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Create Wealth Management?
Companies House lists 2 people with significant control of Create Wealth Management: Mr Stephen Anthony Ng (25–50% of shares) and Mr Peter Lewis Davies (25–50% of shares).
Who runs Create Wealth Management?
Companies House lists 2 directors of Create Wealth Management: Peter Lewis Davies and Stephen Anthony Ng.
How long has Create Wealth Management been in business?
The company was formed on 16 November 2004, and has held its current FCA authorisation since April 2005.
What do Create Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show total equity of £578k (+25% from £462k) and cash at bank of £461k (−15% from £539k).
Does Create Wealth Management use any other names?
It trades as Create Wealth and Create Wealth Chartered Financial Planners. It has previously used the name D B Investment Services Limited.

Sources and links

The full report on Create Wealth Management Ltd

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