About Central Wealth Management Limited

Award winning Chartered & Certified financial planners giving quality independent advice
Trusted adviser service for our clients, a fully independent service that includes; managing your assets and investments to maintain and grow wealth, minimising tax, planning and coordinating financial matters. We cover specialist areas such as pension transfers, long term care and wealth management. We also work with other specialist advisers to ensure the best possible advice is given and that the client fully understands.As well as the highest technical qualifications we have have won numerous awards for our advice including the Incisive Media Goldstandard for Independent Advice and Citywire New Model Adviser of the Year (3 times) and Retirement Planner of the year.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Group pensions
  • Group protection

  • :
  • Long term care

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