We currently provide two services for other professionals and business owners:
Our Investment Process Evidence Kit - IPEK provides financial planners and investment advisers with academic evidence to show their process is robust.
Secondly in conjunction with our Independent Trustee company - Central Tax & Trustee Planning LLP we provide award-winning administration for Small Self Administered Pension Schemes.
The owners of Central Wealth Management are Chartered Financial Planners Dr Ian Smith PhD, MSc, FPFS and Samantha Clarke MSc, FPFS. They have a long background in financial services and academic research.
Given our expertise it was natural for us to be used as expert witnesses by legal professionals who need to understand complex financial matters.
Our Investment Process Evidence Kit - IPEK provides financial planners and investment advisers with academic evidence to show their process is robust.
Secondly in conjunction with our Independent Trustee company - Central Tax & Trustee Planning LLP we provide award-winning administration for Small Self Administered Pension Schemes.
The owners of Central Wealth Management are Chartered Financial Planners Dr Ian Smith PhD, MSc, FPFS and Samantha Clarke MSc, FPFS. They have a long background in financial services and academic research.
Given our expertise it was natural for us to be used as expert witnesses by legal professionals who need to understand complex financial matters.