Call  Central Wealth Planning Limited

Who we work with

Our clients tend to be successful people such as business owners, professionals and managers or retired individuals. They are looking for professional assistance to them to plan and secure their future by offering independent, unbiased financial planning.

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

Retired clients