It is reassuring to know that our finances and investments are securely looked after by Siobhan, coupled with our interests at heart. We are truly treated has one of the Cre8 family.
Kevin & Helen, Tamworth, Staffordshire.
Testimonials
Kevin & Helen
Tamworth, Staffordshire
It is reassuring to know that our finances and investments are securely looked after by Siobhan, coupled with our interests at heart. We are truly treated has one of the Cre8 family.
Kevin & Helen, Tamworth, Staffordshire.
Sarah
Bewdley, Worcestershire
Cre8 was recommended to me by a friend in the Financial Services industry a few years ago. I am self-employed through my limited company and had a handful of pensions from previous employment. I wanted to consolidate the plans that weren't final salary schemes and also find a way to release the cash held in my business in the most tax efficient manner. Siobhan understood my needs immediately and has been fantastic in helping me to build a new pension pot with the aim of early retirement. The annual review makes sure I can update my circumstances and ensure I am on track. As well as the pension, I have opened a stocks and shares ISA, and started a pension for my teenage daughter. I can thoroughly recommend the efficient and friendly service offered by Siobhan and her team.
Sarah, Bewdley, Worcestershire.
June
Highley, Staffordshire
My first impression on meeting Siobhan and the team was a well organised, professional and caring business. From my first meeting I instantly felt comfortable in their hands and have had nothing but sound advice and guidance ensuring I have financial security for the future. I attend yearly reviews on my portfolio and have in depth discussions at these meetings which give me confidence knowing that Siobhan is looking after me. During these meetings Siobhan explains everything in a simpler way so I always fully understand the financial legislations surrounding investments being offered. Even during the recent pandemic, I was provided with updates and a phone call to reassure me everything would be fine as regards my investments, and she and the team would be there to weather the storm with me. I cannot praise Siobhan and the team enough, and without a doubt would recommend them to anyone who is considering financial guidance. Thank you so much for your patience and guidance over the past few years – you are all such lovely caring people!
June, Highley, Staffordshire.
Ann & Michael
Pedmore, West Midlands
My husband and I have worked with Siobhan for many years, her advice has helped us enter retirement knowing that our finances are well invested and give us the returns we need. She is always totally professional but at the same time listens to, and understands, our individual circumstances. We value her opinion and guidance, and would not hesitate to recommend her services and Cre8 to anyone needing financial advice.
Ann & Michael , Pedmore, West Midlands.
Donna
Kidderminster, Worcestershire
Siobhan has looked after my financial investments for over a decade, always honest with her advice, and careful to stay within my risk level. She thoroughly researches all available policies, whether it be pensions, critical illness cover, or life assurance, and advises accordingly. She is not only an excellent adviser – she’s a lovely lady too.
Donna, Kidderminster, Worcestershire.
Jim & Melanie
Kidderminster, WorcestershireCheshire
Siobhan has been helping us with our financial investments now since 2014. She is always available for contact with any concerns we have had. Information and advice provided to us has always been precise and detailed. We are very happy our money has been invested in a way to receive the best returns and at a very good value for the service provided.
Jim & Melanie , Kidderminster, WorcestershireCheshire.
Marion & Gareth
Bewdley, Worcestershire
I would say we have found Siobhan to be very user friendly in the sense that she listens to our views/wishes/concerns and offers guidance and advice showing an understanding of our situation. She also responds promptly to any requests we have made.
Marion & Gareth , Bewdley, Worcestershire.
Geoff & Sylvia
Wolverhampton, West Midlands
We were introduced to Siobhan and Cre8 Wealth a couple of years ago by our previous Financial Advisor who was retiring. Whenever we make a visit to see Siobhan, we are always greeted by a member of staff who make us feel like we are old friends. It's early days yet but we are confident & trust in the changes to our previous investments made by Siobhan that they will prove to be good for us. Any telephone calls or e-mails to Cre8 are always dealt with quickly and professionally. We would recommend them to anyone.
Geoff & Sylvia , Wolverhampton, West Midlands.
Sharon & Paul
Halesowen, West Midlands
I am naive regarding all things financial, and Siobhan has been a huge support. If you have concerns about anything financial, she and her team are the people to contact. There is no pressure whatsoever, and Siobhan takes the time to get to know you. She is a good listener; meetings are pleasant and you feel valued. She informs and explains in a relaxed way in language you understand. Siobhan and her team are always easily contactable and you are never made to feel that your queries are unimportant. I trust Siobhan completely. She has removed my worries concerning my financial future.
Sharon & Paul , Halesowen, West Midlands.
Colin
Burntwood, Staffordshire
I have been a client of Siobhan for 5 years She takes the time to really understand what is important and ensures that the discussions focus on achieving our financial aims and ambitions and understands our situation. Siobhan makes sure we understand the implications of what we do, and helps direct us into the right decisions. My wife is involved and has received as much advice as myself about our future aims and goals for retirement.
Colin , Burntwood, Staffordshire.
Andy
Belbroughton, Worcestershire
I have been working with Siobhan for a few years now and although my need for contact is minimal, I always find Siobhan and the team polite and efficient. The support is always professional and knowledgeable giving me confidence in my financial dealings.
Andy, Belbroughton, Worcestershire.
Mark and Alison
Flyford Flavell, Worcestershire
We were introduced to Siobhan as new clients and via several reviews she gave us the confidence to take that step with the knowledge that we had a good plan that was stress tested regarding potential economic turbulence, which was a key consideration as we were emerging from covid disruption. Siobhan used her experience and specialist financial planning software to review our spreadsheet-based retirement planning and budgeting assumptions. In addition, we discussed future life style and broader considerations for our retirement to ensure we had a rounded perspective on this next exciting life phase. Our financial health review included ensuring provision for day to day living and non-routine expenditure, future provisions for our children through higher education and on to independence, NI contributions to ensure maximisation of future benefits, recommendations on taking and utilisation of tax-free cash from pensions and short, medium and, long term investments. We have been very happy with the support from Siobhan and continue to validate that our finances on are track via annual review and occasional ad hoc contact to ensure we don’t miss a good savings deal as it comes to market.
Mark and Alison , Flyford Flavell, Worcestershire.
Rob & Val
Bewdley, Worcestershire
We are quite knowledgeable about the investment advice scene and approached Cre8 because we felt we were overpaying our previous advisers and receiving an impersonal service. When we met Siobhan, we immediately felt comfortable and knew instinctively that we had found the right place. It helped that we were impressed by the company’s financial planning and investment philosophy and its approach to management charges. Siobhan has been our financial adviser for 4 years. Our meetings are relaxed, never stuffy, and we regard her as our ‘caring professional friend’. We are confident that we receive top-notch advice, tailored to our needs, and that our retirement fund is in safe hands.
Rob & Val , Bewdley, Worcestershire.
Chris & Sally
Halesowen, West Midlands
My wife and I first met Siobhan at Cre8 in 2019 following a friend’s recommendation. The time she took to understand our situation, concerns and aspirations made us both feel very confident in our decision-making process with the suggestions she put in place for us. Our annual reviews since then with Siobhan leave us in no doubt, we found a first-class company to help us with our investments and future planning. Through summer and autumn 2020 we approached and engaged Cre8 to discuss a review of our plans for early retirement for my wife and I whilst we were going through the process of convincing ourselves that it was a sensible and realistic goal. We had a number of employment-based pensions and children in full time education and were keen to gain confidence we could maintain our current lifestyle. At all stages we were given all the time and help required to make our decisions and we often left our meetings with Siobhan feeling we have spent time with a family friend rather than an advisor. We are very happy to recommend the entire team at CRE8 and hope they can help you as much as they have helped us with planning for the future.
Chris & Sally , Halesowen, West Midlands.
Beatrice
Bewdley, Worcestershire
Siobhan Record and her team at Cre8 are professional, efficient, and comprehensive. I have been with Siobhan since the beginning of my investments and she has led me through the ups and downs with confidence and instructive meetings with compassion taking all issues into account. I could not recommend them more.
Beatrice , Bewdley, Worcestershire.
Richard
Hagley, West Midlands
Siobhan has looked after my pension and finances for more than 10 years. Siobhan has the knowledge and the experience to provide balanced advice and keeping me well informed. I have also found that Siobhan has a very friendly and professional team around her, which can help in Siobhan’s absence.
Richard , Hagley, West Midlands.
Testimonials
Kevin & Helen
Tamworth, Staffordshire
It is reassuring to know that our finances and investments are securely looked after by Siobhan, coupled with our interests at heart. We are truly treated has one of the Cre8 family.
Kevin & Helen, Tamworth, Staffordshire.
Sarah
Bewdley, Worcestershire
Cre8 was recommended to me by a friend in the Financial Services industry a few years ago. I am self-employed through my limited company and had a handful of pensions from previous employment. I wanted to consolidate the plans that weren't final salary schemes and also find a way to release the cash held in my business in the most tax efficient manner. Siobhan understood my needs immediately and has been fantastic in helping me to build a new pension pot with the aim of early retirement. The annual review makes sure I can update my circumstances and ensure I am on track. As well as the pension, I have opened a stocks and shares ISA, and started a pension for my teenage daughter. I can thoroughly recommend the efficient and friendly service offered by Siobhan and her team.
Sarah, Bewdley, Worcestershire.
June
Highley, Staffordshire
My first impression on meeting Siobhan and the team was a well organised, professional and caring business. From my first meeting I instantly felt comfortable in their hands and have had nothing but sound advice and guidance ensuring I have financial security for the future. I attend yearly reviews on my portfolio and have in depth discussions at these meetings which give me confidence knowing that Siobhan is looking after me. During these meetings Siobhan explains everything in a simpler way so I always fully understand the financial legislations surrounding investments being offered. Even during the recent pandemic, I was provided with updates and a phone call to reassure me everything would be fine as regards my investments, and she and the team would be there to weather the storm with me. I cannot praise Siobhan and the team enough, and without a doubt would recommend them to anyone who is considering financial guidance. Thank you so much for your patience and guidance over the past few years – you are all such lovely caring people!
June, Highley, Staffordshire.
Ann & Michael
Pedmore, West Midlands
My husband and I have worked with Siobhan for many years, her advice has helped us enter retirement knowing that our finances are well invested and give us the returns we need. She is always totally professional but at the same time listens to, and understands, our individual circumstances. We value her opinion and guidance, and would not hesitate to recommend her services and Cre8 to anyone needing financial advice.
Ann & Michael , Pedmore, West Midlands.
Donna
Kidderminster, Worcestershire
Siobhan has looked after my financial investments for over a decade, always honest with her advice, and careful to stay within my risk level. She thoroughly researches all available policies, whether it be pensions, critical illness cover, or life assurance, and advises accordingly. She is not only an excellent adviser – she’s a lovely lady too.
Donna, Kidderminster, Worcestershire.
Jim & Melanie
Kidderminster, WorcestershireCheshire
Siobhan has been helping us with our financial investments now since 2014. She is always available for contact with any concerns we have had. Information and advice provided to us has always been precise and detailed. We are very happy our money has been invested in a way to receive the best returns and at a very good value for the service provided.
Jim & Melanie , Kidderminster, WorcestershireCheshire.
Marion & Gareth
Bewdley, Worcestershire
I would say we have found Siobhan to be very user friendly in the sense that she listens to our views/wishes/concerns and offers guidance and advice showing an understanding of our situation. She also responds promptly to any requests we have made.
Marion & Gareth , Bewdley, Worcestershire.
Geoff & Sylvia
Wolverhampton, West Midlands
We were introduced to Siobhan and Cre8 Wealth a couple of years ago by our previous Financial Advisor who was retiring. Whenever we make a visit to see Siobhan, we are always greeted by a member of staff who make us feel like we are old friends. It's early days yet but we are confident & trust in the changes to our previous investments made by Siobhan that they will prove to be good for us. Any telephone calls or e-mails to Cre8 are always dealt with quickly and professionally. We would recommend them to anyone.
Geoff & Sylvia , Wolverhampton, West Midlands.
Sharon & Paul
Halesowen, West Midlands
I am naive regarding all things financial, and Siobhan has been a huge support. If you have concerns about anything financial, she and her team are the people to contact. There is no pressure whatsoever, and Siobhan takes the time to get to know you. She is a good listener; meetings are pleasant and you feel valued. She informs and explains in a relaxed way in language you understand. Siobhan and her team are always easily contactable and you are never made to feel that your queries are unimportant. I trust Siobhan completely. She has removed my worries concerning my financial future.
Sharon & Paul , Halesowen, West Midlands.
Colin
Burntwood, Staffordshire
I have been a client of Siobhan for 5 years She takes the time to really understand what is important and ensures that the discussions focus on achieving our financial aims and ambitions and understands our situation. Siobhan makes sure we understand the implications of what we do, and helps direct us into the right decisions. My wife is involved and has received as much advice as myself about our future aims and goals for retirement.
Colin , Burntwood, Staffordshire.
Andy
Belbroughton, Worcestershire
I have been working with Siobhan for a few years now and although my need for contact is minimal, I always find Siobhan and the team polite and efficient. The support is always professional and knowledgeable giving me confidence in my financial dealings.
Andy, Belbroughton, Worcestershire.
Mark and Alison
Flyford Flavell, Worcestershire
We were introduced to Siobhan as new clients and via several reviews she gave us the confidence to take that step with the knowledge that we had a good plan that was stress tested regarding potential economic turbulence, which was a key consideration as we were emerging from covid disruption. Siobhan used her experience and specialist financial planning software to review our spreadsheet-based retirement planning and budgeting assumptions. In addition, we discussed future life style and broader considerations for our retirement to ensure we had a rounded perspective on this next exciting life phase. Our financial health review included ensuring provision for day to day living and non-routine expenditure, future provisions for our children through higher education and on to independence, NI contributions to ensure maximisation of future benefits, recommendations on taking and utilisation of tax-free cash from pensions and short, medium and, long term investments. We have been very happy with the support from Siobhan and continue to validate that our finances on are track via annual review and occasional ad hoc contact to ensure we don’t miss a good savings deal as it comes to market.
Mark and Alison , Flyford Flavell, Worcestershire.
Rob & Val
Bewdley, Worcestershire
We are quite knowledgeable about the investment advice scene and approached Cre8 because we felt we were overpaying our previous advisers and receiving an impersonal service. When we met Siobhan, we immediately felt comfortable and knew instinctively that we had found the right place. It helped that we were impressed by the company’s financial planning and investment philosophy and its approach to management charges. Siobhan has been our financial adviser for 4 years. Our meetings are relaxed, never stuffy, and we regard her as our ‘caring professional friend’. We are confident that we receive top-notch advice, tailored to our needs, and that our retirement fund is in safe hands.
Rob & Val , Bewdley, Worcestershire.
Chris & Sally
Halesowen, West Midlands
My wife and I first met Siobhan at Cre8 in 2019 following a friend’s recommendation. The time she took to understand our situation, concerns and aspirations made us both feel very confident in our decision-making process with the suggestions she put in place for us. Our annual reviews since then with Siobhan leave us in no doubt, we found a first-class company to help us with our investments and future planning. Through summer and autumn 2020 we approached and engaged Cre8 to discuss a review of our plans for early retirement for my wife and I whilst we were going through the process of convincing ourselves that it was a sensible and realistic goal. We had a number of employment-based pensions and children in full time education and were keen to gain confidence we could maintain our current lifestyle. At all stages we were given all the time and help required to make our decisions and we often left our meetings with Siobhan feeling we have spent time with a family friend rather than an advisor. We are very happy to recommend the entire team at CRE8 and hope they can help you as much as they have helped us with planning for the future.
Chris & Sally , Halesowen, West Midlands.
Beatrice
Bewdley, Worcestershire
Siobhan Record and her team at Cre8 are professional, efficient, and comprehensive. I have been with Siobhan since the beginning of my investments and she has led me through the ups and downs with confidence and instructive meetings with compassion taking all issues into account. I could not recommend them more.
Beatrice , Bewdley, Worcestershire.
Richard
Hagley, West Midlands
Siobhan has looked after my pension and finances for more than 10 years. Siobhan has the knowledge and the experience to provide balanced advice and keeping me well informed. I have also found that Siobhan has a very friendly and professional team around her, which can help in Siobhan’s absence.
Richard , Hagley, West Midlands.
Testimonials
Kevin & Helen
Tamworth, Staffordshire
Sarah
Bewdley, Worcestershire
Cre8 was recommended to me by a friend in the Financial Services industry a few years ago. I am self-employed through my limited company and had a handful of pensions from previous employment. I wanted to consolidate the plans that weren't final salary schemes and also find a way to release the cash held in my business in the most tax efficient manner. Siobhan understood my needs immediately and has been fantastic in helping me to build a new pension pot with the aim of early retirement. The annual review makes sure I can update my circumstances and ensure I am on track. As well as the pension, I have opened a stocks and shares ISA, and started a pension for my teenage daughter. I can thoroughly recommend the efficient and friendly service offered by Siobhan and her team.
Sarah, Bewdley, Worcestershire.
June
Highley, Staffordshire
My first impression on meeting Siobhan and the team was a well organised, professional and caring business. From my first meeting I instantly felt comfortable in their hands and have had nothing but sound advice and guidance ensuring I have financial security for the future. I attend yearly reviews on my portfolio and have in depth discussions at these meetings which give me confidence knowing that Siobhan is looking after me. During these meetings Siobhan explains everything in a simpler way so I always fully understand the financial legislations surrounding investments being offered. Even during the recent pandemic, I was provided with updates and a phone call to reassure me everything would be fine as regards my investments, and she and the team would be there to weather the storm with me. I cannot praise Siobhan and the team enough, and without a doubt would recommend them to anyone who is considering financial guidance. Thank you so much for your patience and guidance over the past few years – you are all such lovely caring people!
June, Highley, Staffordshire.
Ann & Michael
Pedmore, West Midlands
My husband and I have worked with Siobhan for many years, her advice has helped us enter retirement knowing that our finances are well invested and give us the returns we need. She is always totally professional but at the same time listens to, and understands, our individual circumstances. We value her opinion and guidance, and would not hesitate to recommend her services and Cre8 to anyone needing financial advice.
Ann & Michael , Pedmore, West Midlands.
Donna
Kidderminster, Worcestershire
Siobhan has looked after my financial investments for over a decade, always honest with her advice, and careful to stay within my risk level. She thoroughly researches all available policies, whether it be pensions, critical illness cover, or life assurance, and advises accordingly. She is not only an excellent adviser – she’s a lovely lady too.
Donna, Kidderminster, Worcestershire.
Jim & Melanie
Kidderminster, WorcestershireCheshire
Siobhan has been helping us with our financial investments now since 2014. She is always available for contact with any concerns we have had. Information and advice provided to us has always been precise and detailed. We are very happy our money has been invested in a way to receive the best returns and at a very good value for the service provided.
Jim & Melanie , Kidderminster, WorcestershireCheshire.
Marion & Gareth
Bewdley, Worcestershire
I would say we have found Siobhan to be very user friendly in the sense that she listens to our views/wishes/concerns and offers guidance and advice showing an understanding of our situation. She also responds promptly to any requests we have made.
Marion & Gareth , Bewdley, Worcestershire.
Geoff & Sylvia
Wolverhampton, West Midlands
We were introduced to Siobhan and Cre8 Wealth a couple of years ago by our previous Financial Advisor who was retiring. Whenever we make a visit to see Siobhan, we are always greeted by a member of staff who make us feel like we are old friends. It's early days yet but we are confident & trust in the changes to our previous investments made by Siobhan that they will prove to be good for us. Any telephone calls or e-mails to Cre8 are always dealt with quickly and professionally. We would recommend them to anyone.
Geoff & Sylvia , Wolverhampton, West Midlands.
Sharon & Paul
Halesowen, West Midlands
I am naive regarding all things financial, and Siobhan has been a huge support. If you have concerns about anything financial, she and her team are the people to contact. There is no pressure whatsoever, and Siobhan takes the time to get to know you. She is a good listener; meetings are pleasant and you feel valued. She informs and explains in a relaxed way in language you understand. Siobhan and her team are always easily contactable and you are never made to feel that your queries are unimportant. I trust Siobhan completely. She has removed my worries concerning my financial future.
Sharon & Paul , Halesowen, West Midlands.
Colin
Burntwood, Staffordshire
I have been a client of Siobhan for 5 years She takes the time to really understand what is important and ensures that the discussions focus on achieving our financial aims and ambitions and understands our situation. Siobhan makes sure we understand the implications of what we do, and helps direct us into the right decisions. My wife is involved and has received as much advice as myself about our future aims and goals for retirement.
Colin , Burntwood, Staffordshire.
Andy
Belbroughton, Worcestershire
I have been working with Siobhan for a few years now and although my need for contact is minimal, I always find Siobhan and the team polite and efficient. The support is always professional and knowledgeable giving me confidence in my financial dealings.
Andy, Belbroughton, Worcestershire.
Mark and Alison
Flyford Flavell, Worcestershire
We were introduced to Siobhan as new clients and via several reviews she gave us the confidence to take that step with the knowledge that we had a good plan that was stress tested regarding potential economic turbulence, which was a key consideration as we were emerging from covid disruption. Siobhan used her experience and specialist financial planning software to review our spreadsheet-based retirement planning and budgeting assumptions. In addition, we discussed future life style and broader considerations for our retirement to ensure we had a rounded perspective on this next exciting life phase. Our financial health review included ensuring provision for day to day living and non-routine expenditure, future provisions for our children through higher education and on to independence, NI contributions to ensure maximisation of future benefits, recommendations on taking and utilisation of tax-free cash from pensions and short, medium and, long term investments. We have been very happy with the support from Siobhan and continue to validate that our finances on are track via annual review and occasional ad hoc contact to ensure we don’t miss a good savings deal as it comes to market.
Mark and Alison , Flyford Flavell, Worcestershire.
Rob & Val
Bewdley, Worcestershire
We are quite knowledgeable about the investment advice scene and approached Cre8 because we felt we were overpaying our previous advisers and receiving an impersonal service. When we met Siobhan, we immediately felt comfortable and knew instinctively that we had found the right place. It helped that we were impressed by the company’s financial planning and investment philosophy and its approach to management charges. Siobhan has been our financial adviser for 4 years. Our meetings are relaxed, never stuffy, and we regard her as our ‘caring professional friend’. We are confident that we receive top-notch advice, tailored to our needs, and that our retirement fund is in safe hands.
Rob & Val , Bewdley, Worcestershire.
Chris & Sally
Halesowen, West Midlands
My wife and I first met Siobhan at Cre8 in 2019 following a friend’s recommendation. The time she took to understand our situation, concerns and aspirations made us both feel very confident in our decision-making process with the suggestions she put in place for us. Our annual reviews since then with Siobhan leave us in no doubt, we found a first-class company to help us with our investments and future planning. Through summer and autumn 2020 we approached and engaged Cre8 to discuss a review of our plans for early retirement for my wife and I whilst we were going through the process of convincing ourselves that it was a sensible and realistic goal. We had a number of employment-based pensions and children in full time education and were keen to gain confidence we could maintain our current lifestyle. At all stages we were given all the time and help required to make our decisions and we often left our meetings with Siobhan feeling we have spent time with a family friend rather than an advisor. We are very happy to recommend the entire team at CRE8 and hope they can help you as much as they have helped us with planning for the future.
Chris & Sally , Halesowen, West Midlands.
Beatrice
Bewdley, Worcestershire
Siobhan Record and her team at Cre8 are professional, efficient, and comprehensive. I have been with Siobhan since the beginning of my investments and she has led me through the ups and downs with confidence and instructive meetings with compassion taking all issues into account. I could not recommend them more.
Beatrice , Bewdley, Worcestershire.
Richard
Hagley, West Midlands
Siobhan has looked after my pension and finances for more than 10 years. Siobhan has the knowledge and the experience to provide balanced advice and keeping me well informed. I have also found that Siobhan has a very friendly and professional team around her, which can help in Siobhan’s absence.
Richard , Hagley, West Midlands.