Centurion Chartered Financial Planners
Centurion is a General Practice firm of Chartered Financial Planners providing financial and investment advice. They support individuals and professionals with independent financial advice that prioritizes clients' best interests.
- Equity Release
- Care Fees Planning
- Retirement Planning
- Tax Efficient Investing
- Expert Witness Services
- Divorce & Relationship Breakdown
Locations
Digital Popularity
Social Media
LinkedIn312 Followers
Competitors
MLP Wealth is a family-run, independent financial planning business established in 1983, providing tailored financial advice to both private and corporate clients.
Wealth Experts is a financial planning firm that focuses on helping clients secure their financial future through tailored advice and planning.
Sovereign IFA is a Chartered and Independent Financial Planning firm based in Thornbury, north Bristol.
The Chester Partnership is a financial planning firm dedicated to providing comprehensive financial advice tailored to individual needs.
Company Details
Centurion Chartered Financial Planners is operated by Centurion Wealth Management Limited and is a Active company incorporated on 26 August 2009 with the registered office located in Clevedon, Somerset. Centurion Wealth Management Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
27
Turnover
Unreported
Total Assets
£1.13M
Cash in Bank
£146.85K
Total Liabilities
-£487.66K
Teams
11
7
6
2
Director • Joined Oct 2016
Administration Manager • Joined Aug 2022
Finance Manager • Joined Jan 2022
Managing Director • Joined Jan 2025
Director & Chartered Financial Planner • Joined Jan 2019
Financial Planning Director & Chartered Financial Planner • Joined May 2024
Financial Planner And Later Life Specialist • Joined Jan 2021
Chartered Financial Planner And Accredited Later Life Adviser • Joined Mar 2021
Adviser Support • Joined Mar 2021
Chartered Financial Planner • Joined Aug 2020
Director • Joined Oct 2016
Administration Manager • Joined Aug 2022
Finance Manager • Joined Jan 2022
Managing Director • Joined Jan 2025
Director & Chartered Financial Planner • Joined Jan 2019
Financial Planning Director & Chartered Financial Planner • Joined May 2024
Chartered Financial Planner • Joined Aug 2020
Finance Manager • Joined Jan 2022
Director & Chartered Financial Planner • Joined Jan 2019
Financial Planning Director & Chartered Financial Planner • Joined May 2024
Adviser Support • Joined Mar 2021
Chartered Financial Planner • Joined Aug 2020
Trainee Financial Adviser • Joined Sep 2020
Financial Planner And Later Life Specialist • Joined Jan 2021
Chartered Financial Planner And Accredited Later Life Adviser • Joined Mar 2021
View 11 members