About
Creative Planning is a leading advisory firm delivering bespoke wealth management and family office services. Our expert teams serve clients across the UK and internationally, providing investment management, strategic tax and estate planning, philanthropic and risk solutions, plus business advisory and retirement plan services for high‑net‑worth families.
Reviews
Shan Leatherman
a month ago
We always look forward to seeing our many advisors at Creative Planning as we know they are the best in the business. They are thorough with their analysis and helpful at tailoring our portfolio to fit our needs. Everyone we have met are a delight to work with and am so glad that they are helping us manage our investments to position us in a way that it maximizes our investments. I recommend them to all our friends.
Rob Entzminger
a month ago
I had my annual account review with Creative Planning, and it was a great experience. Joe, my primary contact, made the session short and sweet while still covering everything that mattered. We had a clear exchange of information, and all relevant updates were explained in a straightforward and easy-to-understand way. I appreciate how efficient and well-organized the review was, and I continue to feel confident working with Creative Planning and Joe. Highly recommend
Scott Knackstedt
2 months ago
Creative Planning has been a blessing as we get closer to retirement. They have all of the professionals to cover everything to do with our retirement in one place. I cannot say enough about their professionalism and knowledge helping us prepare and to make sure we are doing the right thing with our money. It continues to grow and they deal with our situation as an individual family, not a cookie cutter approach.
Tim Barnett
2 months ago
Moving to Creative Planning was the best financial decision I have ever made. My Financial advisor is extremely knowledgeable and responsive. I am sure I am not his biggest client, but he treats me like it. He has helped me stop worrying so much about my financial future.
Susan Tideman
4 months ago
We are just starting to work with Andrew Horsman and have already recommended others to meet with him. He is prepared for our meetings, walks us through the process and our options, and ensure we are aware of other services Creative Planning has able for our use! Andrew is currently helping us transition to retirement...a somewhat stressful life change, and we feel informed, and prepared.
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Services
- Family
- Accounting & Tax
- Taxes
- Bookkeeping and Accounting
- Payroll
- Financial Advice
