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Central Wealth Planning Ltd
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Office address

1 Dairy Barns

Nuthurst Grange Lane

Solihull

B94 5NL

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(729282) Peritus Private Finance Limited

Qualifications & specialities
Confirmed Independent
Investment specialists
Long Term Care specialists
Retirement planning specialists
Advice methods
Face to face
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£200,000
£200,000
£0

Central Wealth Planning Ltd

Financial Advisers based in Solihull

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Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Long term care
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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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AdviserBook is a trading style of Project AB Limited. Registered in England & Wales at 5&6 Waterside Court, Albany Street, Newport, NP20 5NT (No. 14765054).
All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.