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Our Wealth Management Service is a service that proactively reviews your investments, using an Asset Allocation process and accessing top performing funds worldwide through a modern platform.
We use a modern platform which gives us access to over 1,000 funds and each portfolio is diversified between 20 to 35 funds. Clients receive an e-mail every February, June and October with a valuation of their portfolio as of the 1st of the month and a commentary on the portfolio.  Recommended switches then take place on 1st March, 1st July and 1st November (after confirmation of agreement with the recommended switches).
We will also contact clients annually to arrange a full annual review to ensure the plans are kept in line with their current circumstances and requirements. The Wealth Management Service may not be suitable for all customers and an individual review will determine this.
Create Financial Management LLP is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.

Globe Trekker's Adela frolics in the vibrant streets of Madrid.Madrid, the capital of Spain is undergoing something of a renaissance - new modern building works are going up all over the city, the arts are flourishing, it's home to the biggest Gay Pride in Europe, and for travellers Madrid is becoming known as the all night party capital. Clients benefit from 4 monthly reviews and fund switching where appropriate, as well as a full annual review. These funds are proactively reviewed every 4 months (1st February, 1st June and 1st October) with a view to keeping the best performing funds in each sector in the portfolio. We proactively review the performances of the fund managers within their sector. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.
You agree that such personal information may be used to provide you with details or services in writing or by telephone. Email communications are not secure and for this reason Create Financial Management LLP cannot guarantee the security of the email, its contents or that it remains virus free once sent.

She also takes excursions to nearby El Escorial, the Roman aqueducts of Segovia and the charming hillside town of Toledo.GLOBE TREKKER transports viewers to unforgettable destinations through its stunning photography, rhythmic indigenous music and spirit of adventure.
In each episode, one vibrant young traveler ventures off-the-beaten path to soak up the local culture, sample the cuisine and revel in breathtaking vistas. In keeping with their aim of "living as the locals do," charismatic hosts Ian Wright, Justine Shapiro, Zay Harding, Megan McCormick and others explore everything from big-city landmarks to exotic sights in remote villages.

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