About
Us
About Our firm
The Directors of Central Financial Planning Limited have been involved in
financial services since 1984; their objective is to help clients enjoy financial
security and independence. They believe in building long term relationships
helping clients and using lateral thinking and novel solutions to achieve their
objectives.
Ideal Client Types:
Retired, Pre-retired, Business Owners/Managers, Individuals with values of
Investments £100,000+, Household Income £30,000+.
Typical Clients and Charges
Typical clients are from the owner managed business sector needing Pension
and Protection advice or wealthy individuals needing investment and wealth
planning and are often introduced via other professionals e.g. Solicitor/Accountant.
Usual hourly fees of £135 but fixed fee reports and services are available
at typically from £500+ per report. Funds under management are usually charged
at 0.75% of amount under management, discounted for larger portfolios.
There is a free, initial meeting available of up to 1 hour.
Commissions from Product Providers can be used to offset fees if required.
Central Financial Planning Limited is committed to offering quality professional
advice and therefore we believe that on-going professional training and qualifications
are needed. The following is a selection of some of the advanced qualifications
held:
• |
Associate of Institute of Financial Planning |
• |
Associate of Pensions Management Institute |
• |
Chartered Financial Planner |
• |
Holder of Investment Management Certificate |
• |
Member of the Association of Member Directed Pension schemes |
Mr Ian Smith & Mrs Smantha Smith both hold the Certified Financial Planner licence
|
|
Contact Central Financial Planning Ltd for further information
