Tax Efficient Investing

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The protection and preservation of assets is key to achieving the long-term financial stability and lifestyle options of many individuals and their families.

Our financial planners offer clients advice that delivers clarity, security and peace of mind - and enables them to live their lives to the full.

Our starting point for each client is achieving a detailed perspective of their aspirations and objectives. Our financial planners then devise appropriate tailor-made plans, clearly explaining how they would work.

Tax-efficiency is a key focus, and the plans we put in place are regularly monitored to ensure they continue to deliver what our clients expect. We can also look closely at other relevant areas too - such as Inheritance Tax, financially assisting members of your family, charitable giving and making future provision for care - helping you to clearly map out your road ahead.

We can focus on a particular area of your finances, or deliver a service that encompasses your entire portfolio. Whichever option you choose, you can rest assured that we will manage all of the necessary paperwork and constantly assess your investments’ performance against your objectives.

Our 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.

VIEW OUR TEAM

Stuart Doughty

Director

Sean McCabe

Chartered Financial Planner

Craig Richards

Financial Planner

Trevor Durham

Chartered Financial Planner

Ian Avery

Chartered Financial Planner

Jon Stevens

Chartered Financial Planner

Chris Hill

Director & Chartered Financial Planner

Stuart Emerson

Financial Planner

Daniel Gornall

Chartered Financial Planner

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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