Central Financial Planning

Central Wealth Planning is a team of experienced and highly qualified financial planners based in Solihull, West Midlands. We have been providing award-winning financial planning services to individuals and businesses for over two decades. Our mission is to empower our clients to achieve financial security and plan for their future.

What sets us apart?

We believe in:

• Personalised planning: We take the time to understand your unique circumstances, goals, and anxieties.
• Holistic approach: We address all aspects of your financial life, from wealth management to retirement planning and care fee funding.
• Transparency and communication: We explain everything clearly in plain language and keep you updated throughout the process.
• Long-term relationships: We build strong relationships with our clients and work with them over the years to review and update their plans.

Wealth Management

• Protecting and growing your wealth through strategic investment planning.
• Creating a tailored estate plan to ensure your assets are protected.

Pensions & Retirement Investments & Savings

• Maximizing your contributions to your pension plans.
• Developing a comprehensive savings and investment strategy for your future.

Family Protection

• Planning for the unexpected, such as critical illness or long-term care needs.
• Identifying and mitigating potential financial risks.

Later Life Advice

• Financial planning for your later years, including retirement planning and long-term care funding.

Business Advice

• Succession planning for your business.
• Financial guidance for company directors and owners.

Tax Planning

• Minimizing your tax burden through strategic planning and compliance assistance.

Our Team

Ian Smith and Sam Clarke are experienced financial planners with extensive knowledge and expertise in their fields. They are supported by a dedicated team of highly skilled professionals who are committed to providing exceptional client service.

Our Commitment

Our goal is to provide our clients with peace of mind and financial security. We are dedicated to offering exemplary service, building lasting client relationships, and helping you achieve your financial goals.