Central Wealth Planning Ltd
We're multi award winning fee based financial planners and wealth managers.
We are able to advise and provide solutions to a wide range of both personal and business financial areas. Assisting both personal to plan and secure their future by offering independent, unbiased financial planning.
Our specialisms are :
- Advising current and retired company directors and business owners
- Wealth Management and Retirement Planning for 50+
- Care Fee Funding Advice
- Immediate needs annuities
We look to develop a long term relationship with our clients where we act as a trusted adviser to them and their family.
Although all our reports and advice are bespoke to each client as we specialise in current and former business owners we regularly find clients have some of the same basic requirements:
Pre Retirement clients
- Knowing how much is going to be enough for your retirement and the future lifestyle you aspire to – what our American cousins call “the number”
- Although many clients dislike the rules and restrictions of pensions you want expert help to make the system work for you and maximise your retirement funds.
- You want to minimise the effects of taxation
- You want to plan how best to exit your business
- You may need help with any number of family issues that arise, from assisting with education costs for children and grandchildren to care home fees advice for parents.
Retired Clients
- Producing enough income to meet the costs of your lifestyle, many of our clients use their retirement to catch up on the travel and hobbies they missed out on whilst working and need the income to really enjoy their retirement.
- You want to preserve the capital you have worked hard to build.
- You want to minimise the effects of taxation
- You want expert help to make pension regulations work for you - maximising income and death benefits.
- You need help with any number of family issues that arise from assisting with education costs for children and grandchildren to care home fees advice for parents.