Central Financial Planning Ltd

Independent Financial Adviser 1 Dairy Barns, Nuthurst Grange Lane, Hockley Heath, Solihull, West Midlands, B94 5NL
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Award winning Chartered & Certified financial planners giving personal local independent advice
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group income protection
    • 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
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Samantha Barrett DipPFS, MCSI, CEMAP
Director
Accreditations
Chartered Financial Planner Later Life Accredited Adviser Certified Financial Planner
Ian Paul Smith BA (Hons), APMI, FPFS, CFP, IMC
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

1 Dairy Barns, Nuthurst Grange Lane, Hockley Heath, Solihull, West Midlands, B94 5NL

Contact us
About us

Trusted adviser service for clients that require; a fully independent financial planners. We specialise in Pensions, Investment and Care fee planning. We help with managing your assets and investments to maintain and grow wealth, minimising tax and help to plan and coordinate financial matters. Our service covers specialist areas such pension transfers and drawdown, long term care and Wealth Management. We also work with other professionals to provide holistic advice.

As well as the highest technical qualifications we have have won numerous awards for our advice including the Incisive Media Goldstandard for Independent Advice, Citywire New Model Adviser of the Year (3 times) and Retirement Planner of the year.

Contact us directly by email for an additional £50 saving on fees over the unbiased offered

Our services

We specialise in helping current and retired successful people such as professionals, managers 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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

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