Call Central Wealth Planning Limited

OUR ADVISERS

We are a small bespoke financial planning boutique - we do not want to be a large company as we want to provide an individual personal service to our clients. We have however knowledge, qualifications and experience far beyond most national companies and access to specialist back up where required.



Ian Smith
Director, Chartered Financial Planner

Qualifications

BA (Hons), APMI, FPFS,IMC, AIFP, CFP

Call: 0345 0066204
Email: enquiries@centralfinancialplanning.co.uk



Sam Clarke
Director, Chartered Financial Planner

Qualifications

CFP, Chartered MCSI, CEMAP

Call: 0345 0066204
Email: enquiries@centralfinancialplanning.co.uk



Write to us at:
1 Dairy Barns, Nuthurst Grange Lane, Hockley Heath, Solihull, West Midlands, B94 5NL



Contact us

Our Office:
1 Dairy Barns
Nuthurst Grange Lane
Hockley Heath
Solihull, West Midlands
B94 5NL.

0345 0066204
enquiries@centralfinancialplanning.co.uk

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Regulatory Statement

Central Wealth Planning Limited is an appointed representative of Peritus Private Finance Limited which is authorised and regulated by the Financial Conduct Authority.

Peritus Private Finance Limited Financial Services Register number is 729282 and is a company registered in England and Wales (company number 3490834) and their registered office is at 1 Bankside, The Watermark, Tyne and Wear, NE11 9SY. Central Wealth Planning Limited’s Financial Services Register number is 648564 and is a company registered in England and Wales (company number 921960) and their registered office is 1 Dairy Barns, Nuthurst Grange Lane, Hockley Heath, Solihull, West Midlands, B94 5NL

The guidance contained within the website is targeted at customers in the UK.

Our alternative dispute resolution provider is the Financial Ombudsman Service. Their website is financial-ombudsman.org.uk