Centurion Wealth Management provides impartial, whole-of-market financial advice to ensure your finances work as efficiently as possible for you.
Our areas of speciality include strategic financial planning and audit, retirement planning and estate planning. Our clients are typically private individuals in need of financial management.
As well as providing private client financial planning, we also have specialist knowledge and vast experience in dealing with the financial challenges that an individual may face as result of a personal injury, as well as later-life financial care, where our clients are seeking bespoke advice on the best financial strategy to help them enjoy their retirement years.
Based in Bath, the team at Centurion Wealth Management believe that exceptional financial planning stems from building strong relationships with our clients. By investing time in getting to know our clients and identifying their personal objectives, we are able to ensure our advice matches their changing circumstances and makes a positive difference to their lives.
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
The Financial Conduct Authority does not regulate tax advice.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk