Financial Advisor for Business & Corporate Financial Planning

Financial Advisor for

Business Owners & Corporate Financial Planning

We provide specialist corporate financial planning advice for business owners across every stage of the business lifecycle, from protecting and growing your company, to extracting profits tax-efficiently and planning a successful exit.

Our Corporate Financial Planners work closely with corporate lawyers and accountants, we take a genuinely collaborative approach to ensure every decision, whether it's a transaction, a restructure, or a succession plan, is made with the full financial picture in mind.
Seeking advice early is critical. Whether you're thinking about business succession planning, a management buyout, or simply how to extract profits from your limited company more efficiently, the options available to you are always greater before a decision is made than after.

Our Specialist Corporate Financial Planning Team

Your Business

Whether you're looking to protect what you've built or plan for the future, our business financial planning expertise covers the full range of corporate needs.
Our services include key person insurance, shareholder protection insurance, business protection advice, director pension planning, and guidance on extracting profits from your limited company in the most tax-efficient way. We also advise on SSAS pensions for business owners looking to invest in property or other assets through their pension scheme.

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.

Business Exit & Succession Planning

For most corporate financial planning clients, the most significant financial event of their life is the eventual sale or transfer of their business. Getting the structure right, and planning well in advance, can make a substantial difference to the outcome.

We work with business owners on exit strategy, management buyout planning, business succession planning, and ensuring personal and business wealth are properly aligned ahead of a transaction. Whether you're planning to sell, pass the business to family, or implement an employee ownership trust, our independent advisers can help you navigate the financial implications at every step.

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's corporate financial planning team brings together specialist chartered financial planners with deep experience across director planning, business protection, corporate pensions and exit strategy.

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

VIEW OUR TEAM

Director

Stuart Doughty

Chartered Financial Planner

Stuart Lane

Chartered Financial Planner

Sean McCabe

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

Want to speak with a specialist financial planner?

Our team of chartered financial planners offers free initial consultations. Get in touch to be matched with the right adviser for your circumstances.