Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.

anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.

siobhan@cre8wm.co.uk

Adam McCluskey

Paraplanner

Adam has worked in financial services since 2002 in a wide range of roles. His responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Adam holds the Diploma in Financial Planning and Discretionary Investment certificate through the CII.

Adam enjoys spending his spare time with his friends and family. He has two young daughters, along with a Bengal cat called Yukitora and a cockapoo puppy called Florence. Adam enjoys travelling, and his favourite short haul destination is Crete and worldwide is The Maldives. America and South Africa are on his bucket list.

adam@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.

joanne@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.

john@cre8wm.co.uk

Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.


anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.


siobhan@cre8wm.co.uk

Adam McCluskey

Paraplanner

Adam has worked in financial services since 2002 in a wide range of roles. His responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Adam holds the Diploma in Financial Planning and Discretionary Investment certificate through the CII.

Adam enjoys spending his spare time with his friends and family. He has two young daughters, along with a Bengal cat called Yukitora and a cockapoo puppy called Florence. Adam enjoys travelling, and his favourite short haul destination is Crete and worldwide is The Maldives. America and South Africa are on his bucket list.


adam@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.


joanne@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.


john@cre8wm.co.uk

Who we are

Anita Gatehouse

Director and Financial Planner

Anita began her career in financial services in 1979, establishing her own business, cre8 in 2003. Over the years, she has helped address her client’s financial needs with a professional, caring, down-to-earth approach. The focus is always on the end result – how to help clients use their financial resources to take control of their lives and look after the people and things they care about. She belongs to the CISI (Chartered Institute for Securities & Investment) and is a founder member of the EBIS Group (Evidence Based Investment Solutions). Anita is the author of a financial planning book for women, ‘A Widows Guide.’

Anita spends her spare time dancing (Ceroc and Argentine Tango), gardening, cooking and walking her dogs Riley and Doug. Anita’s favourite European destination is Seville and worldwide is Argentina. One place still on her bucket list is the Maldives.


anita@cre8wm.co.uk

Siobhan Record

Financial Planner

Siobhan has over 15 years' experience in financial services. Following a Sports and Business degree at Wolverhampton University, Siobhan started her career  as a Paraplanner, gathering the knowledge and expertise needed to progress and become a financial planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, where she holidayed as a child – Siobhan is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.


siobhan@cre8wm.co.uk

Adam McCluskey

Paraplanner

Adam has worked in financial services since 2002 in a wide range of roles. His responsibilities in the office are focused on technical research, analysing clients existing investments and funds, and report writing. Adam holds the Diploma in Financial Planning and Discretionary Investment certificate through the CII.

Adam enjoys spending his spare time with his friends and family. He has two young daughters, along with a Bengal cat called Yukitora and a cockapoo puppy called Florence. Adam enjoys travelling, and his favourite short haul destination is Crete and worldwide is The Maldives. America and South Africa are on his bucket list.


adam@cre8wm.co.uk

Joanne Gore

Senior Client Support

Joanne has worked in Financial Services since leaving school giving her a wealth of experience within the industry. Her responsibilities in the office cover a wide range of tasks all focused on constantly delivering an exceptional level of service to our clients. Jo’s can do attitude and energy are a winning combination.

Jo enjoys spending her spare time with her family, cycling and scootering with her daughter and pandering their French Bulldog, Claude. In her breaks from family life, Jo is a socialite spending time with her friends. She also loves to travel and so far her favourite short haul destination is Fuerteventura and worldwide is safariing in Kenya. The Maldives are also on her bucket list.


joanne@cre8wm.co.uk

John Gatehouse

Operations Director

John has worked at cre8 since its inception in 2003. He is responsible for the overall management of the office, running the accounts and payroll, IT systems and generally doing all those jobs nobody else fancies.

John spends his spare time playing golf at Enville Golf Club, is a keen photographer, lover of rugby and enjoys walking the dogs, Riley and Doug. His favourite winter pursuit is skiing in the French Alps, although the old bones aren't as flexible as they used to be. The one place still on his bucket list is Australia and New Zealand.


john@cre8wm.co.uk