All our advisers boast an outstanding track record of financial achievements and accolades and as team, offer 80 plus years of specialist experience in the financial planning field.
We are passionate about what we do and our knowledge, values and standards constantly form the basis of our success. They inspire trust and confidence in not only our clients but also amongst us, the Century Financial Planning employee’s.
We pride ourself on building honest, open and trusted long-term relationships with all of our clients. In our opinion, our relationship with you is THE most pivotal part of any successful financial planning process.
Without it, we simply cannot achieve the best results for you. We provide a comfortable, relaxed environment in which you can openly and privately discuss your financial concerns, aims and aspirations with your own personal expert adviser.
They will then assist and guide you every step of the way - from the initial consultation to finalising and implementing your tailored financial plan.
Once we have a clear idea of your current situation and long-term aims, a comprehensive financial assessment will ascertain your financial status, attitude to risk and suitability of your existing situation.
‘What If’ scenarios will be considered and future projections outlined.
This intricate preparation stage allows us to collate and recommend the most relevant route to optimise your money and help achieve the lifestyle goals you are looking for.
Based on your feedback and agreement, a personalised financial plan is developed. Tailor-made exclusively for you.
We will oversee the movement and redirection of existing plans (if required) and ensure all new arrangements are actioned.
Your adviser can oversee the entire process, keeping you updated at every stage of the process, leaving you free to focus on living your life.
We are acutely aware that everyone’s personal situation can change e.g. sudden illness, divorce or environmental factors can impact - be it legislation shifts or a downturn in the global market.
With this in mind, you can be reassured of our ongoing commitment to help ensure your plan remains on track and if needs be, adapted and adjusted accordingly.
If you are simply looking for a one-off transaction - then this may not be necessary.
To ensure we deliver the perfect plan, we work closely with you and for you to ensure a sensible and fulfilling financial outcome is achieved. We pride ourselves on offering a wholly transparent, reassuring and trusted advisory role throughout the entire planning process. But your involvement is pivotal too.
Active, open, honest and regular engagement is required on both sides to achieve the optimum end goal. Without this, we simply can not suggest or recommend the right pathway.
So please talk and communicate your worries, concerns, aims and aspirations.
We are always listening and always here to help.
We have identified four key stages in the financial planning journey. Each ‘age-led’ stage identifies some of the common questions many people have. We are here to address, manage and resolve your concerns and guide you towards a sensible conclusion.
We take a slightly different approach to the way in which we are paid for the expertise we offer. Like most things in life, financial planning is not free. We are offering a service, not a product and the costs of employing this service is based on the value we add for you. Any predicted costs are detailed to you in writing and with complete clarity. For further information, please click on our Client agreement and brochure.
To find out more about who we are and our combined areas of expertise, please visit our About Us page.
We are here to alleviate your financial concerns and provide you with sensible lifestyle solutions. Simply, transparently and successfully.
Alan came highly recommended by a family member. My wife and I were both working but not really enjoying it. Our investments were complex and scattered all over the place and we were lacking direction on what to do next. Following an initial consultation with Alan, we both immediately felt relieved. Alan not only helped us see the ‘bigger picture,’ but clearly and simply explained how we could cleverly utilise our finances to achieve our life’s aims. The end result saw us both unexpectedly retiring early and achieving our joint goal of moving house. We truly feel indebted to Alan. His expert advice and constant guidance is now enabling us to enjoy the next stage of our life, comfortably, worry-free and earlier than expected.
And remember, if you are not happy with our service, you can are under no obligation to stay. You can simply walk away