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Central Financial Management (Warwickshire) Ltd
       
 
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Central Financial Management (Warwickshire) Ltd
 
 
Overview: 

Central Financial Management (Warwickshire) Ltd is a long established family firm based in the small market town of Alcester in Warwickshire. The two Financial Advisers are brothers, Andrew and Graeme Warbrick, who between them have over 50 years Financial Services Industry experience. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

If you are looking to engage a large corporate firm to advise you, then you really ought not to be looking to appoint us as your Advisers. Our service is very much geared to face to face advice, a personal service. Our style can be described as relaxed and informal... just because we don't "suit up" for every client meeting, doesn't mean to say that we don't take our responsibilities seriously, it just means that after many years in the business, our clients appoint us for what we know and not for what we wear!!

The picture below shows, Andrew - on the left, and Graeme - on the right, on a recent sailing trip, off the West coast of Scotland, wow, it was cold!!

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review meeting which can take place at a convenient time and venue to suit us both. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.


 
 
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