Central Wealth Planning is a chartered and independent advice firm, offering private client and corporate services. Based in Solihull, the company specialises in business, retirement and pensions advice, wealth management, later life and care fee funding, and immediate needs annuities.

Central offers a personalised service and limits its client numbers to achieve this. The firm’s advisers focus on building long-term plans with ongoing support.

Managing director Ian Smith is both chartered and certified as a financial planner. He was also a prominent figure in the Institute of Financial Planning (now merged with the CISI), where he worked as a regional manager. Smith has won several national industry awards for the quality of his advice and is currently finishing a PhD on behavioural finance.