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Independent Financial Advisors in RedditchCentral Financial Planning Limited
Address: 18 A Moons Moat House, Oxleasow Road
Redditch, B98 0RE
Telephone: 0845 0066204
Visit our Web Site: www.centraltax.co.uk
The Directors of Central Financial Planning Limited, Independent Financial Advisors in Redditch, have been involved in financial services since 1984; their objective is to help clients enjoy financial security and independence. They believe in building long term relationships helping clients and using lateral thinking and novel solutions to achieve their objectives. We have won several awards for our Financial Advice from National and Regional Press.
Typical Clients and Charges
Typical clients are from the owner managed business sector needing Pension and Protection advice or wealthy individuals needing investment and wealth planning and are often introduced via other professionals e.g. Solicitor/Accountant.
Either commissions or usual hourly fees of £100 but fixed fee reports and services are available at typically £500 per report. Funds under management are usually charged at 0.5% of amount under management, discounted for larger portfolios.
There is a free, initial meeting available of up to 1 hour. Commissions from Product Providers can be used to offset fees if required.
Central Financial Planning Limited is committed to offering quality professional advice and therefore we believe that on-going professional training and qualifications are needed.
The following is a selection of some of the advanced qualifications held:
Mr Ian Smith holds the Certified Financial Planner licence
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