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Welcome :: A little about us

Centurion is a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.

Our Clients

Our clients are many and varied but a lot of them come to us because they have little, or no, previous experience of managing money, at a time when a traumatic event has significantly impacted their financial position. A large proportion have sought our help following a serious injury or illness, the death or incapacity of a loved one or because of a relationship breakdown.

Many clients come to us through referral by a Solicitor or Chartered Accountant. Quite a lot are Solicitors who need professional advice because they are acting as Attorney, Deputy or Trustee and therefore have to be very careful how investments are made.

We are very conscious that all our clients, but particularly those in these situations, are placing utmost trust in our ability and our ethics. We do not let them down.

Our Team

We are a team of highly qualified and very knowledgeable Practitioners, who have an average of over 20 years experience each. We are supported by a very experienced, and very able, back office team.

Our Advisers mostly hold top level Chartered or Certified Financial Planners qualifications, several of us also hold a wide range of additional specialist Accreditations which not many other Financial Advisers hold.

We operate as one team. Any client is a client of our firm, not of a single individual. We ensure you have several points of contact and we collaborate with each other and share our knowledge and experience because we believe that this provides the best possible advice.

chartered

Centurion are proud to have been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII).

The Chartered titles awarded by the CII are the “gold standard” of excellence and integrity, and this high standard is currently met by only a few hundred firms across the country.

When you use a Chartered Firm you know that you are dealing with proven professionals, who are committed to developing and maintaining their knowledge and capability to deliver the highest quality advice to their clients.

Chartered firms must follow a demanding ethical code of practice, placing the clients’ interests at the heart of the advice they give.

A Chartered title is a commitment to an overall standard of customer excellence and professionalism.

What our clients say

We have been clients since November 2019. Our personal advisor is Mr Ian Avery, who we have dealt with in this capacity for a number of years, and is someone we hold in the highest regard. He always takes time to listen properly to us, and has an excellent understanding of our situation and requirements. We have always been given an in depth insight into our situation and options and the investment solutions he has recommended have always been explained and presented in a way we find easy to understand and follow. We have no hesitation in recommending both Ian Avery and the firm as providers of excellent service in all respects.

A Client

As a client of Centurion Chartered Financial Planners for over 9 years, I have always found them to be helpful, innovative and security conscious. James, my investments administrator, clearly has a good understanding of my plans and the schedule of associated actions, alerting me whenever I have a task to complete.

Nic

Client

As a client Of Centurion for a number of years we are more than satisfied that our financial future is in a safe pair of hands with the advice we have been given. In particular Dave Robinson is a very experienced financial advisor and his great knowledge makes him one of the leaders in all aspects of financial planning.

Mr & Mrs PG

Clients
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