We aim to give you the very highest standard of financial planning advice, delivered by friendly, professional and highly qualified, empathetic advisers.
We firmly believe in investing in our people and support them to achieve qualifications, and to maintain their high standards. Our growing team of 12 highly qualified advisers mostly hold top level Chartered or Certified Financial Planning qualifications and several also hold a wide range of additional specialist accreditations. By attracting highly qualified specialist financial advisers, Centurion can offer a true general practice to meet all our clients’ needs, without compromising on quality.
Centurion supports and enables our advisers to forge a specialist path to support vulnerable clients, with the vast majority holding qualifications and industry certifications held by only a handful of advisers in the UK, such as the Resolution Specialist Accreditation for financial expertise in Divorce work. We also offer the largest number of SOLLA (Society of Later Life Advisers) accredited financial advisers in the UK. Many of these are also qualified Dementia Friends or Dementia Champions.
Each member of staff (not just our advisers) undertake formal Vulnerable Client Training and Centurion subscribes to the Vulnerability Taskforce Code of Conduct. Our memberships and specialist accreditations are vast – and each detailed in our specialist area pages, accessible here for individuals and here for professionals.
We are also highly regarded expert witnesses on matters where financial advisors have been negligent in their advice to individuals and professionals. Our independent advisors are incredibly passionate about supporting vulnerable members of society and have pursued further qualifications and experience in specialist areas, which can be found below, to ensure all of our clients are given the financial advice they need, deserve and can trust.
Our passion for our clients means we’re also able to invest in support that doesn’t benefit us, but because we believe it is the right thing to do. For example, we offer Benefits Advice through a partnership with Exeter Citizens Advice. Any profit from this service is donated to the Citizens Advice Bureau to support its important work.
What our clients say
In 2022, Centurion was approached as one of the first organisations to open our doors to RQ Ratings, an annual due diligence report for professionals to help them review and refer with confidence to independent financial planners. It contains information on our market-leading client track record, our qualifications, our governance, KPIs, value for money and more.
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.
Some of those law firms have built such a strong relationship with us that we have been able to run joint ventures with law firms in England and Wales thanks to our collaborative approach, independent position and our expertise and sustainable business practices.
Centurion is responsible for the investment of over £400m of client capital. This is managed, under our oversight, on an arms-length basis and on special terms by some of the largest and best-known investment managers in the UK.
It is our key aim to remain independent, which helps our clients achieve the best possible outcomes for their financial needs. We are proud of our clear succession plans within the business and the collaborative, supportive and diverse culture we have created that enables us to attract, retain and grow the largest number of highly qualified and accredited advisers in the UK.