Creative Financial Management

CFM

Creative Financial Management

Personal And Corporate Financial Guidance

We offer a wide range of products from some of the best financial institutions in the country. This ensures peace of mind that no matter how big or small, a high quality solution can be tailored.

Our Services

Who We Are

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Creative Financial Management

At Creative Financial Management we can help you with a wide range of financial planning aspects. Our office has over 25 years experience in offering personal financial advice. We think outside the box, exploring every angle and offering a range of solutions, each tailored to your unique situation.

We recognise that the Fair Treatment of our clients is adding value to the services that we provide.

WE AIM:

  • To protect the interest of all our customers at each stage from promotion right through to after sales service.
  • To meet the unique needs of our clients by transparent, efficient and professional service, and constantly reviewing our service to our customers.

 

This means when dealing with clients and in our areas of business we will:

  • Ensure we deliver open and honest communication.
  • Ensure that ALL our staff are appropriately trained.
  • Put your needs ahead of our profit.
  • Provide a service level that suits each clients situation.
  • Provide Face to Face Financial Advice.
  • Respond Promptly to queries and concerns and our clients needs.
  • Encourage after sales contact with clients where appropriate to maintain and improve the relationships built.
 

We operate as part of The Openwork Partnership, one of the largest multi tied financial advice networks in the UK.

We have access to a wide range of products from some of the best financial institutions in the country. This ensures peace of mind that no matter how big or small, a high quality solution can be tailored.

Please view our contact page for details about how to get in touch. Appointments will be arranged at a time and a place to suit you.

Creative Financial Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and Regulated by the Financial Conduct Authority.


YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Please read our Privacy & Cookie Policy

The information on this website is for use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available in any other country which may have access to it. Creative Financial Management Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and Regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 15/06/2023

CREATIVE FINANCIAL MANAGEMENT LIMITED
Registration number 13734208

Registered address
2 Whinbrook Crescent, Moortown, Leeds, West Yorkshire, United Kingdom, LS17 5PN

Creative Financial Management

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