What Create Solutions does

Create Solutions Limited is a privately held UK compliance consultancy and training provider founded in 2002, headquartered in Stockport with a registered office in Holmrook, Cumbria. The firm serves FCA-regulated insurance firms and broader financial services businesses, delivering FCA compliance support (authorisations, Consumer Duty implementation, compliance reviews and audits, vulnerable customer services), structured training programmes (Non-Financial Misconduct sessions, Compliance Academy, CPR for Your Business, Mini VC Toolkit, Bitesize sessions, and the long-running 'All You Need to Know About Insurance' foundation course), and a Create Growth strategic consulting line covering M&A advisory and leadership development. The firm also operates a Compliance Stockroom portal providing templates, policies, procedures, and webinar recordings to contracted clients, plus an e-commerce shop selling downloadable compliance documents such as the Consumer Duty Board Report template and Customer Journey Mapping Guide.

The core technology and IP are human expertise and curated content rather than software: the offering rests on a team of named senior consultants (including Mike Cranny FCII as Director and other credentialed professionals with FCIPD and FCII designations) who deliver training via Zoom/Teams and on-site, and who maintain a proprietary library of compliance documents and templates. The business model is a hybrid of professional services (consultancy, bespoke training, M&A advisory), recurring content access (Compliance Stockroom subscriptions), and transactional e-commerce (downloadable document sales). Pricing is unit-based and low-ticket, ranging from £19+VAT for Bitesize training sessions to £395+VAT for the CPR leadership programme, with discount incentives such as 'book 4 places, get the 5th free.' Go-to-market is sales-led and referral-driven, supplemented by the company website, email marketing, free 30-minute business reviews, and a modest e-commerce storefront. The firm is owner-managed, with no disclosed institutional investors, parent company, or external ownership structure, and operates exclusively within the United Kingdom.

Name

Create Solutions

Legal name

Create Solutions Limited

Website

https://createsolutions.co.uk

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Create Solutions is a UK-based FCA compliance consultancy and training provider serving insurance firms and FCA-regulated businesses, offering compliance reviews, Consumer Duty support, structured training courses, and downloadable compliance templates via a referral-driven, owner-managed boutique model.

Ownership category

akta.pro rank

Headquarters

HQ city

Stockport

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Training Services: Revenue generated from online and in-person training sessions, workshops, and courses covering FCA compliance, Consumer Duty, vulnerable customers, non-financial misconduct, and general insurance topics. Training is delivered through Zoom/Teams for online sessions and at client premises for bespoke training.
2. Document and Template Sales: Sale of compliance documents, templates, policies, procedures, and guidance materials through their online shop. Products include Consumer Duty Board Reports, Customer Journey Mapping Guides, and Outcome Testing documents.
3. Compliance Consultancy: Ongoing compliance support and consultancy services for insurance firms, including compliance reviews, audits, and advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

Create Solutions is a UK boutique consultancy that delivers FCA regulatory compliance services to insurance firms and FCA-regulated businesses. Its core offerings combine ongoing compliance consultancy (reviews, audits, authorisations, Consumer Duty implementation, vulnerable-customer support, M&A advisory) with structured training programmes (bitesize sessions, Compliance Academy courses, the long-running 'All You Need to Know About Insurance' foundation, and the Non-Financial Misconduct series) and downloadable compliance templates. The firm sells both live expert services and self-serve document products, supported by the Compliance Stockroom resource portal for contracted clients.

Product overview

Create Solutions is a compliance consultancy and training provider serving FCA-regulated insurance firms. The offering consists of three interconnected service areas: (1) Compliance Services including reviews, audits, and regulatory guidance delivered directly by consultants; (2) Compliance Stockroom, a resource hub providing templates, policies, and guidance documents to clients; and (3) Training Hub offering structured courses including Non-Financial Misconduct Sessions (One, Two, Three), Consumer Duty training, Compliance Academy, Bitesize Sessions, Mini VC Toolkit, and the long-running 'All You Need to Know About Insurance' course. Products are sold through the Shop including document templates (Consumer Duty Board Report Template, Customer Journey Mapping Guide, Outcome Testing Guide) and training course bookings. The Create Growth service extends beyond compliance into business strategy, M&A support, and leadership development.

Differentiator

Problem solved

Functional benefit

Products and services

• Compliance Services Ongoing FCA compliance consultancy and support for UK insurance firms, covering compliance reviews, audits, Consumer Duty implementation, vulnerable customer support, FCA authorisations, change of control applications, RMAR returns, and regulatory guidance.
• Compliance Stockroom Central resource hub providing templates, guidance documents, policies, procedures and webinar recordings that contracted clients access as part of their compliance service agreement.
• Non-Financial Misconduct Training (Sessions One, Two and Three) Three-part training series preparing FCA-regulated insurance firms for the new Non-Financial Misconduct rules effective September 2026, with one session for all staff and two sessions targeted at Senior Managers, Compliance and HR.
• Bitesize Training Sessions One-hour online training sessions covering specific FCA regulatory topics such as Consumer Duty, Consumer Understanding, and FCA reporting requirements, priced at £19+VAT per person with free places for existing Create Solutions clients.
• Compliance Academy Half-day to full-day intensive compliance training sessions covering topics such as 'Building Your Strong Foundations' and 'Making Compliant Sales', priced at £325+VAT per person.
• CPR for Your Business: Culture. Purpose. Results Leadership programme for regulated firms that explores culture, purpose and results, designed to strengthen organisational wellbeing and customer outcomes under Consumer Duty, priced at £395+VAT per person for two sessions.
• Mini VC Toolkit One-hour vulnerability training sessions covering mental health, addiction, product design, communication and signposting to help firms support vulnerable customers, priced at £29+VAT per person.
• All You Need to Know About Insurance Three-hour foundation course covering insurance principles, types of insurance, underwriting, claims, FCA regulation overview and Consumer Duty, running for over 17-20 years with hundreds of industry attendees, priced at £89+VAT per person.
• Create Growth Business growth and strategy consulting including M&A support, business model review, compliance management assessment, customer journey implementation, leadership training and technical training, introduced with a free 30-minute business review.
• Vulnerable Customers Services Support services helping firms identify and support vulnerable customers, including training on recognising signs of vulnerability and making reasonable adjustments, paired with the Mini VC Toolkit training.
• Consumer Duty Board Report - Guidance and Template Downloadable guidance document and template to help firms prepare their Consumer Duty Board Report, sold via the e-commerce shop at £150+VAT.
• Customer Journey Mapping Guide Downloadable guide to customer journey mapping for insurance firms, helping optimise touchpoints, deliver better outcomes and support vulnerable customers, sold at £79+VAT.
• Guide to Outcome Testing under The Consumer Duty Downloadable guide to conducting outcome testing under Consumer Duty requirements, sold via the e-commerce shop at £79+VAT.

Quantifiable outcome

• Monton Group Limited achieved FCA authorisation in just 10 weeks with Create Solutions support
• +1 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Others

• LexisNexis Risk Solutions: Provider of regulatory data, compliance workflow tools and financial crime screening to UK regulated firms; an enabling technology provider in the same FCA compliance ecosystem rather than a direct competitor to Create Solutions' advisory services.

Direct peers

• The Consulting Consortium: UK financial services consultancy providing compliance, internal audit and risk support to insurance and investment firms—directly comparable service lines to Create Solutions' Compliance Services division.
• Lucida Compliance: Specialist UK FCA compliance firm offering outsourced compliance, monitoring and training services to regulated financial firms, with comparable client base and service mix to Create Solutions.
• Thistle Initiatives: UK-based FCA and financial services regulatory compliance consultancy offering authorisation support, compliance reviews and tailored advisory to intermediaries—directly overlapping Create Solutions' insurance-focused value proposition.
• Paradigm Compliance Services: UK provider of compliance, regulation and business support to mortgage brokers, insurance intermediaries and advisers—comparable in client profile and regulatory support services to Create Solutions.
• SimplyBiz Compliance: Provides compliance support, templates and training to UK financial advisers and intermediaries through a membership model—overlapping Create Solutions' Compliance Stockroom and training offering in adjacent intermediary verticals.
• Compliance Consulting Partners: UK consultancy providing FCA compliance, risk and governance services to financial services firms including brokers and MGAs; competes in the same boutique compliance advisory niche as Create Solutions.

Broad incumbents

• Deloitte UK (Financial Services Compliance): Big-4 firm offering enterprise-wide regulatory compliance, Consumer Duty and conduct risk advisory to UK insurers and financial services groups—a broader, larger-scale alternative to Create Solutions' boutique offering.
• PwC UK (Insurance & Risk Practice): Global Big-4 firm with a UK insurance risk and regulatory consulting practice serving large insurers, brokers and MGAs; overlaps with Create Solutions at the top end of the insurance compliance market but at materially different scale and price points.
• KPMG UK (Insurance & Regulation): Big-4 consulting firm with dedicated UK insurance and FCA regulatory advisory teams; serves enterprise insurers and intermediaries that may also be targets or feeder clients for Create Solutions' M&A and authorisation services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FCA_Experts
• LinkedInlinkedin.com/company/create-solutions-ltd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Create Solutions