Service:

Personal Injury & Clinical Negligence

When a catastrophic or debilitating injury occurs, the injured party and their family often face a daunting task. Centurion Chartered Financial Planners are here to help.

When a catastrophic or debilitating injury occurs, the injured party and their family often face a daunting task in ensuring the correct decisions are taken to provide long-term financial security and to cover the cost of any required care.

We believe, based on our experience, and expert witness insight, that clients are supported by highly qualified financial advisers who are independent (unrestricted and free to work with investment solution), fair on fees, responsive and have a sustainable, collaborative team to help deliver a financial plan that is in the clients’ best interest at all times.

We offer advice to claimants and their legal advisers on the appropriate structure of an award - particularly in relation to Periodical Payment viability.

We are also equipped to advise on interim payments and our cashflow modelling techniques can assist in assessing the implications of offering or accepting Part 36 offers.

We specialise in designing appropriate financial planning and investment strategies and available tax mitigation arrangements post settlement to ensure, as far as possible, that the award is able to meet the claimant’s evolving needs throughout the rest of their life.

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Benefit advice

Centurion offers a benefits and statutory funding advice service, delivered in partnership with Exeter Citizens Advice Bureau to ensure our clients don’t miss entitlements to support them. More on this unique service can be found here

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Investment

Thanks to our independent status, we can work with a range of specialist investment managers; and often, particularly in more complex and higher value cases, we will combine a range of different investment strategies and managers to achieve different target returns over different timescales with a view to reducing risk and providing a higher degree of security for the injured party. We hold over £400m worth of assets under management and use this investment strength to hold managers to account, helping to protect our clients’ best interests and ensure fees are fair and transparent.

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How we fit the bill

In 2022, Centurion became one of the first organisations to take part in the independent RQ Ratings programme – an assessment of our firm’s structure, mission and services to create an annual due diligence report for professionals. The aim is to help professionals review and refer to independent financial planners with confidence. It contains information on our market-leading client track record, our qualifications, our governance, KPIs, value for money and more. The latest report can be accessed /here/.

We are proud to have been given an overall independent RQ Rating of 4.9 out of 5 – the highest rating given to any independent financial planning firm to date. RQ Ratings states that this score ensures professionals ‘can very confidently refer’ clients to Centurion.

Our Personal Injury & Clinical Negligence Experts

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

Here is the team of experts who specialise in this service. You can view our entire team using the button below.

Chris Hill

Director & Chartered Financial Planner
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Lynn Buckley

Financial Planner & Consultant
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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

Are you looking for some advice?

If you're looking for expert-led advice, then please get in touch.

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