Central Scotland-based Create and Prosper Financial Services Ltd aims to expand its influence across the UK by offering a wider range of services and products to solicitors, accountants, professionals and business owners.
The firm plans to double the number of assets under its management over the next 12 months, with a view to increasing the total client assets it advises to £50 million within two years. Create and Prosper also intends to increase the number of advisers it employs as part of a wider expansion of its operations across North Scotland, Edinburgh, Glasgow, Yorkshire and Lancashire, The Midlands and London.
Graeme Inglis, Financial Planner and director of Create and Prosper, said: “There are many professionals and would-be investors in Scotland and throughout the UK who currently do not know where to turn for financial advice. They are distrustful of banks or traditional IFA firms and want a better service when it comes to making their money work for them.
“Create and Prosper provides clear information to clients about all fees and costs associated with our services. We are also the only firm in the country to operate a performance guarantee, which offers our clients their fees back if the advice we give or the products we recommend do not yield dividends.
“By building on these successful initiatives, we envisage growing the business to achieve turnover of £1 million within the next three years and to offer our services to a wider range of professionals and sectors. We’ll be targeting solicitors, accountants and senior managers throughout the whole of the UK, as well as launching a new Executive Advice Services package and increasing the number of advisers we have across the country.”
Create and Prosper is a Financial Planning company based in Bo’ness. The company is independent and owned by its employees. Co-directors Graeme Inglis and Chris Hodgson have a combined 40 years experience in the banking and financial sectors.