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Luke Baker

Create Financial Management

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Create Financial ManagementLLP is a firm of Independent Financial Advisers with offices located on Wyvern Business Park, Derby. We have 15 Independent Financial Advisers several already having Chartered Status,with the other Advisers studying towards Chartered status,which is thehighest qualification for Independent Financial Advisers. Our aim is straightforward: to offer you the highest possible standards of assistance and advice whenever you require financial planning expertise. Our goal is to exceed your expectations so much so, that once you experience our friendly and professional advice, you need never look elsewhere for financial planning help. In this way we strive to build genuine long-term relationships with our clients.

Location: Heathfield Way, Mansfield, NG18 4GD

Qualifications: After working for Lloyds Bank for over 11 years, and most recently as a Mortgage and Protection Advisor for over 4 years in branches including: Nottingham City Centre, Kirkby-In-Ashfield, Hucknall, Arnold, Carlton and Alfreton, I decided to make the move into Independent Mortgage Advice in March 2017. I currently give advice on Mortgages and Protection alone, but intend to be giving advice on Pensions and Investments by October 2017, as I have recently qualified as a financial planner. I pride myself on the service that I offer, by being proactive with my communication, and also explaining every detail with clarity and accuracy, at the pace chosen by the client. Combining this excellent service that I offer, with independent mortgage advice, means there is no reason to look elsewhere for a better deal. In terms of qualifications, I have a degree from Loughborough University in Retail, Marketing and Management, as well as my professional qualification including CeMAP to undertake mortgages, and DipPFS to give advice on pensions and investments.

FCA Registration Number: 229237

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