Working with you and for you

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An outstanding track record

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.  

01

Personal: It’s a warm welcome from us

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.

02

Prepare: Crossing the T’s and dotting the I’s

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.  

Plan: The Big Reveal 

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.

03

Performance: It doesn’t end here

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.

04

The perfect plan

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.    

The financial planning journey

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.

What will I have to spend?

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.

Talk to us about planning your financial future…

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We are here to alleviate your financial concerns and provide you with sensible lifestyle solutions.  Simply, transparently and successfully. 

Further things of interest

But don't just take our word for it

And remember, if you are not happy with our service, you can are under no obligation to stay. You can simply walk away