Benefit advice
Centurion offers a benefits and statutory funding advice service, delivered in partnership with Exeter Citizens Advice Bureau to ensure our clients don’t miss entitlements to support them. More on this unique service can be found here
Investment
Thanks to our independent status, we can work with a range of specialist investment managers; and often, particularly in more complex and higher value cases, we will combine a range of different investment strategies and managers to achieve different target returns over different timescales with a view to reducing risk and providing a higher degree of security for the injured party. We hold over £400m worth of assets under management and use this investment strength to hold managers to account, helping to protect our clients’ best interests and ensure fees are fair and transparent.
How we fit the bill
In 2022, Centurion became one of the first organisations to take part in the independent RQ Ratings programme – an assessment of our firm’s structure, mission and services to create an annual due diligence report for professionals. The aim is to help professionals review and refer to independent financial planners with confidence. It contains information on our market-leading client track record, our qualifications, our governance, KPIs, value for money and more. The latest report can be accessed /here/.
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.
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.
What our clients say
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