Private Client

The preservation of wealth is the key to achieving financial stability and preserving lifestyle options for individuals and their families.

Our financial planners offer advice that ensures our clients’ personal financial goals are met to deliver peace of mind and enable them to live their lives to the full.

As with all of Centurion Wealth Management advice, our starting point for each client is achieving a rounded view of exactly what their aims are. Our financial planners then devise appropriate tailor-made plans, clearly explaining how they would work. Tax-efficiency is a key focus, and the plans we put in place are closely monitored to ensure they continue to deliver what our clients expect.

We can focus on a particular area of your finances, or deliver a service that encompasses your entire portfolio. Whichever option you choose, we will provide on-going peace of mind by managing all of the necessary paperwork and constantly monitoring performance.

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.