Professional Introducers

As fellow professionals you will recognise the need to work with like minded individuals who are able to provide Independent Financial Advice from the entire market place free from bias.

Century Financial Planning are specialists in working with Solicitors on the following matters:

  • Pension sharing orders
  • Mortgage ability assessment and report preparation
  • Investment advice for professional trustees
  • Inheritance Tax Planning
  • Investment advice following compensation payments

Century Financial Planning are specialists in working with Accountants on the following matters:

  • End of year tax planning solutions
  • Employee and Employer pension contributions
  • Provision of tax year end investment information
    • – Capital gain events
    • – Pension scheme contributions
    • – Investment income received
    • – Business continuance and succession planning

Century Financial Planning are specialists in working with Trustees on the following matters:

  • Investment advice in relation to trust assets
  • Provision of tax year end investment information
    • – Capital gain events
    • – Trust income received
    • – Income received directly by the beneficiary

Why you should use a firm of Chartered Financial Planners

Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to you is of the highest quality, with a commitment to the technical and professional development of staff, such as professional qualifications.

We adhere to the Personal Finance Society’s continuing professional development requirements, ensuring our staff keep their knowledge and skill-set up-to-date.

We would not expect fellow professionals to recommend the use of our services to their valued clients without firstly completing due diligence. To assist in this process we have completed a due diligence pack for your perusal.

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