Wealth Management

Whilst reviewing your mortgage, it is always a good idea to review your other financial arrangements such as pensions and investments. Centric Mortgage Finance Ltd does not provide such services or advice but works with an Independent Financial Adviser who are impartial and provides professional unbiased and unrestrictive advice in these fields. We can introduce you to this firm who will explain their services in more detail to you.

Wealth management as an investment-advisory discipline, incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.