About Create Financial Management
Create Financial Management LLP 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 the highest 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.
Experience & 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.
Luke was extremely helpful,reassuring, professional and most of all approachable and friendly.This was a very stressful time for me .....but Luke made my journey relaxed and easy ......I will recommend Luke Baker to everyone who seeking professional financial matters.Thankyou so much Luke.Regards Miss J Smith
- Julie, Notts
Luke guided me though a range of options and made it very clear what the options were for buying my house. Made the entire process seamless.
He got me the best deal possible with fantastic service. There was no aspect of his service that he could have improved.
- Chris, Notts