Central Wealth Management Limited

Independent Financial Adviser 29 Harley Street, London, W1G 9QR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Award winning Goldstandard chartered & Certified financial planners giving quality independent advice
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Group protection
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Samantha Barrett Dip PFS, MCSI, CEMAP
Director
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Ian Smith BA (Hons), APMI, FPFS, IMC
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

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.

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
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
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

Similar advisers near you

Independent Financial Adviser 0.06 mi
A retirement specialist, acclaimed by The Guardian for giving ‘best impartial pensions advice’.
 
Independent Financial Adviser 0.21 mi
We are passionate about your investments, saving you tax and helping you achieve your goals.
 
Independent Financial Adviser 0.24 mi
Welcome to Supportive Financial Planning … if tax is taxing … if money is a worry, we're here to help
 
Independent Financial Adviser 0.33 mi
Succession Group's unique approach to Wealth Planning meets clients individual needs, and financial freedom and security in a changing world.