Central Wealth Management Limited
Welcome to our investment and holistic financial planning focussed website
As 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.
We have solutions for all different sizes of portfolio and types of investor
Firm Objectives
Our objectives are to help you achieve long term investment success based on a clear understanding of your attitude to risk, your plans, goals etc and to 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 those goals.
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.
Risk
We create portfolios that match a clients 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. When we select funds for you we therefore try to look with funds with above average performance but below average risk i.e. 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.
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 of 100+ pages 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 FTs Money Makeovers.
We have regularly been featured in the Financial Times in their FT Money Makerovers.
FT Money Makeover Jan 2007 |
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FT Money Makeover March 2007 |
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FT Money Makeover Dec 2006 |
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FT Money Makeover Oct 2006 |
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FT Money Makeover Sept 2006 |
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FT Money Makeover Sept 2006 20 |
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FT Money Makeover May 2006_1 |
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FT Money Makeover May 2006 |
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FT Money Makeover Nov 2005 |
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