Central Wealth Planning are Independent Financial Advisers specialising in both the Personal and Corporate sectors, based in Solihull, West Midlands.
We are Chartered whole of market advisers and can advise on the whole of the financial market. Our specialities include business advice, retirement and pensions advice, Immediate needs annuities, wealth management, later life and care fee funding.
We work with a limited number of clients so we can provide a completely personalised service to each of our clients and believe in long-term relationships and work to earn and retain our clients trust.
We provide award winning financial planning to help successful people preserve and grow their family wealth.
A free, initial no obligation review meeting can take place at our offices, your workplace or if you prefer, in the comfort of your home.
Wealth must be carefully preserved. Your assets need to be protected against the potential threats.
We can help you plan for your retirement and achieve financial independence for your future
Let us get you to the best position to achieve your business goals and protect your business.
We are able to offer you specialist financial advice for those funding care and their families.