Creative Financial Solutions was established by Duncan Sherlock over 10 years ago following a distinguished career with HSBC Bank.

During his time with one of the world’s largest financial services organisation it became clear that clients are looking for independent advice from a someone they can trust, explained in a way that they understand. This is at the heart of everything we do.

Simon John joined the company in 2006 having worked with Duncan at HSBC and to assist the company to expand further. Between them they have over 45 years experience of advising clients within financial services.

At Creative Financial Solutions we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We have built a reputation that we are proud of and continue to look for ways of exceeding client expectations. We currently experience over 90% of new clients from personal recommendation from our existing clients.

We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

We provide investment advice to clients with portfolio’s ranging from £10,000 to in excess of £5 million.

With Creative Financial Solutions progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our advisers are happy to meet at a day, time and location most convenient to you, and these meetings are usually arranged by prior appointment.