Telephone: 01922 745 400 

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Welcome to Centrad Limited

At Centrad Financial Planning we genuinely care about our clients and their financial well being. Since the launch of the practice in 1989 we have grown steadily, always maintaining our commitment to providing exceptional service to the people we serve.

A key benefit of our service is our ability to explain complex technical areas in a way that enables you to understand everything with greater clarity and simplicity.

Whether it is pension or investment planning, protection advice or mortgage guidance we are passionate about safeguarding our client's financial needs.

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs. Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned. Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place. As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.

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