Central Financial Planning Ltd

Independent Business Centre, Fusion at Magna, Magna Way, South Yorkshire, Rotherham, S60 1FE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Award winning chartered financial planning firm giving quality independent advice
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Samantha Clarke Dip PFS, MCSI, CEMAP
Director
Accreditations
Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser
Ian Smith BA(Hons), APMI, FPFS, IMC
Director & Chartered Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Where to find us

Business Centre, Fusion at Magna, Magna Way, South Yorkshire, Rotherham, S60 1FE

Make an enquiry
About us

Trusted adviser service from independent pensions and investment experts. We can help you to plan and manage your assets and investments to maintain and grow your wealth and minimise 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 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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0