Central Financial Planning

read moreCentral 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.

read moreWe 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. We look to develop a long term relationship with our clients where we act as a trusted adviser to them and their family. Central Wealth Planning Limited is an Appointed Representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority.

read moreTo meet both short and long term investment needs. Short term needs may include saving for a car or a holiday, whereas long term investment needs could be saving for retirement, school fees or providing capital for children as they grow up. The various assets owned by an investor are called a portfolio. As a general rule, spreading your money between the different types of asset classes helps lower the risk of your overall portfolio underperforming. Managing investments takes time. This is where we can help, both in advising you on your investment needs and assisting you in managing your portfolio.