Get in touch today 02920 647678 | enquiries@centurioncfp.co.uk
Why Plan For Retirement
Preparing for retirement is one of the most important
financial steps you’ll take. Retirement should be a time to
enjoy life, not worry about finances.
At Centurion Chartered Financial Planners, our Cardiff-
based retirement planning specialists provide tailored
advice across the whole of south wales, to ensure your
retirement savings, pensions, and investments work hard
for you.
From building a plan to ensure you have the retirement
that you want, to creating a reliable income stream when
you retire or advising on consolidating existing pensions,
we are here to help you achieve financial peace of mind
Why Early Retirement Planning Makes a Difference
The earlier you begin, the more potential your investments
have to grow.
According to the International Longevity Centre (ILC) people
who received financial advice are better off in pension terms
by nearly £48,000 on average
Early planning allows for a broader array of investment
opportunities, building up your future pension, compounding
growth, and tax-efficient strategies, which are invaluable in
securing your retirement future.
The earlier you start planning for retirement the more likely it
is that you will achieve your retirement goals. However, it is
never too late to take advice and get your retirement on track
Our Client-Centred Approach
At Centurion, we put your future at the heart of every
decision. Our approach ensures that your retirement plan
is a reflection of your values, priorities, and financial
aspirations.
Why Choose Centurion for Retirement Planning?
building a future with the confidence that you’re prepared
for life’s changes.
With decades of experience and a commitment to
personalised service sets Centurion apart.
With us, you’re not just another client; you’re an individual
with a vision for retirement that deserves a strategic,
customised approach.
We provide clear, actionable insights into your retirement
options, tax efficiency, and investment potential.
Fees made clear
We know its important to know the costs involved, so we
only charge fixed fees which are agreed with you in
advance.
Here’s why clients choose us:
- Expert Guidance: Our advisers hold decades of collective experience and some of the highest qualifications in retirement and financial planning. Helping guide you through each stage of retirement planning, from budgeting and investment to risk assessment and protection.
- Trusted Process: We follow a tried-and-tested
process that has helped clients build financial
stability and security, ensuring we develop a
strategy unique to your lifestyle, family needs, and
future goals.
- Adaptable Strategies: Your retirement plan is
reviewed and adjusted as life changes, ensuring
your retirement plan stays on track.
Maximise Your Retirement Potential
Planning for retirement isn’t a one-time event—it’s an ongoing journey. With Centurion, you have a dedicated team to guide you every step of the way, from building up savings to optimising income during retirement.
Our retirement planning services include:
- Pension Advice & Consolidation Services: Simplify and
optimise your pensions for better management and
growth.
- Investment Options: Access a diversified selection of
investment strategies tailored to your risk tolerance, time horizon, and retirement objectives, aiming for steady growth and financial security.
- Wealth Growth & Preservation: We develop strategies to grow your wealth sustainably while implementing measures to protect your assets. Our approach balances growth potential with a focus on securing your financial
legacy.
- Understanding Tax Implications: Our team provides
insight into the tax impact on your retirement savings,
pensions, and investments. We work with you to build a
tax-efficient retirement strategy, preserving more of your wealth for the future.
- Aligning Savings & Investments with Long-Term Goals:
We ensure your savings and investments reflect your
long-term goals, adjusting as needed to keep your
financial plan relevant through each stage of retirement.
- Estate Planning: Plan for the future and protect your
legacy with comprehensive estate planning. We work with you to secure your assets for your loved ones, with
strategies for efficient wealth transfer and inheritance tax mitigation.
- Pension Planning: Receive guidance on state pensions,
private pensions, and workplace pensions to enhance
your retirement income.
Contact us to discuss your case
Take the first step towards a secure retirement with Centurion. Book a Free Consultation today with our team of experts based in Cardiff, covering the whole of South Wales to explore how our tailored approach can help you achieve your goals for the future.
Our Experts
Centurion are a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.
Why Choose Centurion Financial Planners?
Expert Advisors
- Our advisors specialises in
retirement planning.
- Our Advisers hold high
level pension qualifications
Free Exploratory Meeting
- Initial exploratory meeting
without charge.
- Secure your future, one step
at a time.
Fixed Fees Agreed In Advance
- No unexpected costs!
- We charge fixed fees which
are agreed with you in
advance.
Free exploratory meeting
Call now on 02920 647678 and speak to one of our friendly experts from our Cardiff Office.
or leave us a message and a member of
our expert friendly team will call you
back and discuss your requirments.
- Personalised Retirement Planning
Strategy
- Fixed Fees
- Independent Chartered Financial
Planners
FREE exploratory meeting
Get the advice and assistance you
deserve.
What our clients say
