Business Owners & Corporate Financial Planning

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We provide expert advice and guidance to businesses at every stage, from startups to established companies seeking growth through organic expansion, acquisitions or mergers, all the way to sale.

By working closely with corporate lawyers and accountants, we take a collaborative approach to achieve the best outcomes.

Seeking advice before a transaction is key, as it ensures all options remain available, whereas post-transaction, planning opportunities may be more limited.

Our Specialist Corporate Financial Planning Team

Your Business

If you’re looking to protect your assets — whether it’s your staff, machinery, or premises, we’re here to help.

Our expertise includes key person insurance and shareholder protection, ensuring your business can continue operating smoothly.

Your People

Employee Benefits

Let us help you build a benefits strategy that works for your business and your people, aligning packages with your responsibilities, regulatory requirements, and company culture.

We provide expert guidance on:

Protection: Life cover, sickness protection, critical illness, and healthcare.
Pensions: GPPP, SIPP, and SSAS for traditional investments or property purchases.
Salary Sacrifice: Maximising tax efficiency for both employers and employees.
Cash Management: Optimising cash reserves while ensuring FSCS protection for your capital.

Our Approach

Stage 1: Audit & Assessment

We start by reviewing your existing employee benefits and comparing them to what you believe is in place - often uncovering gaps.

We take the time to understand your company culture, growth plans, and how benefits should align with business expansion to support staff retention and protect the business, all within your budget. Our initial consultation is always free and without obligation.

Stage 2: Strategic Alignment

We help you optimise group benefits in line with year -end planning, assess the value of key personnel, and ensure your benefits strategy evolves with business growth while staying compliant with employer responsibilities.

Stage 3: Ongoing Implementation & Review

We put a corporate financial planning strategy in place that runs alongside your business and review it at least annually to ensure it remains effective and aligned with 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

Financial Planner

Matthew Dixey

Director

Stuart Doughty

Chartered Financial Planner

Stuart Lane

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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