Business Owners & Professionals

We are well aware that, if you are the owner or Director of a Small & Medium Sized Enterprise, your financial affairs are likely to be inextricably inter-linked with its.

We can provide clients in this situation a range of advice which is designed to help them protect their business against the death or serious illness of a fellow owner, Director or key employee.

We can also work with your Accountant to improve the tax efficiency of your remuneration at all stages in your business’ life cycle, from start up through growth to maturity.

If you are contemplating an exit or retirement, we can help you understand the point at which you can afford to go go. We can also help you calculate how much you may need to realise from a sale in order to fund the retirement you want.

We can advise you on the full, and potentially very complex, range of tax efficient pension options which are available to owners, Directors and potentially key employees.

We can help you and your other advisers design tax and cost efficient remuneration packages which may assist in attracting and retaining key staff.

And finally, we can ensure that you and your business meet all you obligations in relation to employee pension schemes.

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.

Daniel Gornall

Chartered Financial Planner
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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.



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


Are you looking for some advice?

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