Central Financial Planning Ltd

Independent Financial Adviser Cornwall Buildings, 45-51 Newhall Street, Birmingham, B3 3QR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 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
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ian Smith BA (Hons), APMI, FPFS, IMC, CFP
Director
Accreditations
Certified Financial Planner Chartered Financial Planner
Samantha Barratt Dip PFS, MCSI, CEMAP, CFP
Director
Accreditations
Certified Financial Planner Chartered Financial Planner Later Life Accredited Adviser
Where to find us

Cornwall Buildings, 45-51 Newhall Street, Birmingham, B3 3QR

Make an enquiry
About us

We provide a Bespoke trusted adviser service for clients that require fully independent financial planners. We help you with managing your assets and investments to maintain and grow wealth, minimising tax, planning and coordinating all your financial matters. We provide specialist advice in a number of areas such Pension transfers and drawdown, investment and long term care. We have won multiple awards and ensure the best possible advice is given.

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

Our services

We specialise in helping successful people 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
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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