Centurion Wealth Management

About Centurion Wealth Management

Formed in 2009 Centurion Wealth Management has occupied its offices on Church Farm Business Park in Corston, Bath since its foundation. The business represents a range of clients and welcomes all enquiries from people looking for assistance in long-term management of their finances and wealth. Staffed by a team of highly professional consultants, Centurion Wealth Management prides itself on the quality of its services and the discrete and ethical culture that underpins the company’s success.

Our Culture

At the heart of Centurion Wealth Management is an appreciation of the importance of understanding exactly what our clients want from their finances and from life.

Face-to-face meetings and honesty are central to our approach and we strive to develop deep and positive relationships with our clients based on trust, transparency and clear communication by taking a long-term view.

We take pride in our ability to deliver a highly personalised service and through it, we are able to meet our clients’ expectations.

The world of finance can be complicated and awash with terms and acronyms, but we work to make the process jargon-free, offering clear explanations that allow our clients to make the best informed decisions.

We work to the highest ethical and professional standards and insist on the same from the organisations we partner with on behalf of our clients.

Centurion Wealth Management is aware of its community obligations and we are involved in a number of community and charity initiatives, including Bath Rugby Foundation, Help For Heroes and Walking With The Wounded.

The Team

Stuart Doughty - Director

Stuart has worked in banking/finance since 1985 and has advised clients since 1992. He gained blue chip experience with Barclays, Aviva and Eversheds prior to moving to Cavendish Grant (Bath) in 2001. Stuart focuses on relationship centric private client work and the long-term management of post-settlement Personal Injury cases. He Chairs Bath Rugby Foundation and is an ambassador to Tryactive.

T: 01225 308330

Sean McCabe - Chartered Financial Planner

Sean is a Chartered Financial Adviser and also holds accreditation to the Society of Later Life Advisers (SOLLA). He has worked in finance since 1988 and started his career with Lloyds Bank before joining Chartwell in 2000. Sean joined Centurion Wealth Management in June 2011 and focuses on Later Life and Retirement Financial Planning and private client Financial Planning matters. He is a Dementia Friends Champion and a founder member of the Frome Dementia Action Alliance which is looking to make his home town of Frome a Dementia Friendly Community.

T: 01225 308330

Gemma Statham - Paraplanner

Gemma began her career in financial services with AEGON in 2008, where she gained experience in Corporate, Individual and Drawdown pensions. She then decided to work within an IFA firm before relocating back to Bath in 2011 where she worked for Novia Financial - a leading platform provider. Following this Gemma chose to return to an advisory firm, and joined Centurion Wealth Management to gain a wider knowledge of financial planning. Gemma is currently working towards the Diploma in Financial Planning.

DDI: 8345

James Bateman - Administrator

James began his career in financial services with Royal & Sun Alliance in 1997, where he gained experience in the Pension and Annuities market. He later joined Life and Pension providers Aviva and Zurich Intermediary Group as a Sales Support Consultant before joining Novia Financial in 2012. James has chosen to broaden his experience by working for an advisory firm and joined Centurion Wealth Management in early 2016. James currently holds the CII Certificates in Life and Pensions, Mortgage Advice and the CISI Investment Operations Certificate. He is currently working towards the Diploma in Financial Planning.

DDI: 8340

Are you interested in joining the team?

We are always looking for new staff to complement our existing team.

If you think that you have the skillset to work as part of a high performance team please send your CV to enquiries@centurionwm.co.uk with a short, personalised cover note explaining how you think you can strengthen the team.

Client Protection

Centurion Wealth Management is directly authorised and regulated by the Financial Conduct Authority. Our FCA register number is 509905.

The current levels of consumer protection are:

Investments: £50,000
Deposits: £85,000
Life/Pensions: 90% of the value of the claim with no upper limit.

Dementia Friends