What we do
Centurion Wealth Management’s team of experienced financial planners offer expertise in wealth preservation, Inheritance Tax planning and retirement planning. Tax efficiency is a central focus and we work to ensure our clients have the best in carefully developed and managed financial arrangements.
Later Life Financial Care is a fast-growing and very important area of financial planning as we are all living longer, but the quality of life can vary. We provide bespoke advice on the most appropriate financial strategy for later life, carefully tailored to your personal situation and requirements.
We also offer specialist knowledge in Court of Protection cases. Following serious injury, our team works to ensure the injured party receives the best possible long-term financial advice that caters for the care needs and incorporates flexibility.
Our core values of trust, transparency and clear communication, coupled with our wide experience in private client work, and our skill and sensitivity, ensure we are able to provide the very best in-depth and bespoke financial advice.
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.