Central Financial Planning Ltd

Independent Financial Adviser 17 Crimscote Close, Shirley, West Midlands, Solihull, B90 4TT
Response rating
9.0/10
FCA verified
10th September 2018
Award winning chartered financial planning firm giving quality independent advice
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Samantha Barrett Dip PFS, MSCI, CEMAP
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
adviser-person
Ian Smith BA (Hons), APMI, FPFS, IMC
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

17 Crimscote Close, Shirley, West Midlands, Solihull, B90 4TT

Contact us
About us

Trusted adviser service for clients that require fully independent advice. We specialise in Pensions, Investments and Care fee planning. Helping clients manage their assets and investments to maintain and grow wealth whilst minimising tax.

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).

Our services

We specialise in helping current and retired company directors, professionals and business owners to plan and secure their future by offering independent, unbiased financial planning.

Our work often covers:


• Knowing how much is going to be enough for your retirement and the future lifestyle you aspire to.

• Expert help to make the pension system work for you and maximise your retirement funds.

• Minimise the effects of taxation.

• Producing enough income to meet the costs of your lifestyle.

• Preserving the capital you have worked hard to build.

• Help with any number of family issues.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

TREATING CUSTOMERS FAIRLY
PRINCIPLES

Treating Customers Fairly (TCF) is integral to our business practices.
It is a core element in the way we think, behave and transact business, our commercial dealings always take full account of the principle of Treating Customers Fairly.

We aim to provide full information to our clients covering the benefits, risks and costs of any recommended product or service provided.

Our intention is to inform in a clear, fair and not misleading way so that our clients can understand what they can reasonably expect from service and from any policy or plan recommended.

We aim to honour all commitments we make to our clients, if any dissatisfaction should occur we will investigate the underlying cause and take appropriate action whenever necessary.

Our reputation is important to us, therefore, client satisfaction is vital and Treating Customers Fairly is implicit in all our dealings.

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