Telephone: 08450 066 204 | Email: firstname.lastname@example.org
Welcome to our investment and holistic financial planning focused website
As Chartered independent financial planners and wealth managers, we help many clients to invest their money wisely using the latest technology and investment knowledge - tempered by practicality and experience.
If you view life as a journey and money as the fuel allowing you to reach your destination, then we can help you decide how to get there using our Financial Routeplanner™. We can help you to identify your life goals and then help you plan for them - and achieve long term investment success based on a clear understanding of your attitude to risk in relation to your goals. We establish a client-advisor relationship based on trust.
Meeting specific financial responsibilities and reaching a certain level of financial independence are worthy goals. We provide an investment management process that will maximise the likelihood of attaining them.
Central Wealth Management Limited is a part of Central Financial Planning Limited the award winning financial planning business that was established in 2002.
We use our expert knowledge and experience to obtain practical and highly effective investment strategies for our clients. We can act on a fee-only basis or via a fee built into the portfolio, which is agreed in advance along with the services we will provide.
We have advanced qualifications in investments as well as 20+ years experience.
Our pragmatic approach means we do not firmly adopt one style of investment to the exclusion of others. Experience and evidence shows that different styles and approaches have different strengths and weaknesses and are better suited in different markets. We tailor the solution to your requirements and use the best investment methods to do so.
Please see our service proposition
Holistic Financial Planning
If you really want to know the truth about money then you need to consider having a full holistic plan. This is an area we specialise in, producing in depth reports covering all aspects of your finances, projecting your wealth into the future, stress testing your finances and making recommendations so you can meet your Financial and Lifestyle goals - as featured in the FT's Money Makeovers. This Financial Routeplanner™ report will assist you to travel on your life journey more securely.
We create portfolios that match a client's attitude to risk. We note that most people are more worried about losing money in poor investment conditions than making high profits in good times, and therefore when we select funds for you, we use funds and strategies with above average performance but below average risk which are less volatile than their competitors.
If you invest then the value of units can fall as well as rise. Past performance is no guarantee of future returns.
The attached ebook produced with our friends from Sparinvest explains some of the background to our investment process.
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