A totally independent bespoke wealth management service for high net worth individuals.

We are not linked to a Bank – so we source the best rates in the market for you.

We are not linked to a fund manager or Stockbroker – so we can select the most appropriate investment manager for you and regularly review their performance.

We do not offer our own funds – so you will not be invested in high charging, poor performing funds just because they are in-house products.

What we do is:

Work just for our client as trusted advisers maintaining and protecting their wealth.

Co-ordinate other advisers and professionals, as required.

Ensure there is a proper financial plan in place and investments are held in a diversified, tax efficient portfolio.

Use our skills as highly qualified Financial Planners, Investment specialists and pension experts to ensure clients get the best advice.

We set our fees to be highly competitive versus Private Banks etc but use our independence to give our clients better terms on almost all aspects of the finances.

Service description

Central Wealth Management Limited offers our service to a select group of clients. Our service for these sophisticated high net worth individuals addresses a broad range of issues that our clients have told us are important to them.

In the current economic climate there are genuine once in a lifetime investment opportunities and some major threats to your financial well being. We can add real value by evaluating which opportunities provide the best fit for your specific needs and circumstances. We also help you set disciplines to ensure your capital is enhanced and secured over the medium to long-term and avoid the various threats to your wealth– our Financial Bodyguard service.

Many clients find themselves generating new cash that requires an investment home each year. Our wealth creation strategies help you to allocate sufficient monies to safe and prudent investment as well as those with more risk and return. We also provide advice on the best way to own each investment as this can have a large impact on how much of the growth and income you receive after the affect of taxation.

Remember that unlike most banks or fund managers we are completely independent. This means you can trust us to find the best home for your cash and investments from the whole market. We can also help you put your finances in context using our Financial route planner ™ report service – this identifies where you are now and where your finances will be in the future. The route planner can help you address those difficult questions like how much is enough? Can I gift money now?

Although we cannot sign the paperwork for you we can do just about everything else to remove the hassle from managing your financial affairs. We can provide you with as much or as little information as you require, to help you make informed financial decisions. Our communications to you will always be as simple and straightforward as we can manage and we promise not to take up any more of your time than is necessary.

We do not advocate very aggressive tax schemes but we always do our best to mitigate your tax liabilities so you own pay the tax you are required to pay by law.

Please see the next page for a description of the range of service we provide for clients like you.

Naturally, if there is anything further you require from us just ask. If we can we will happily include it within your personal service proposition.