Centurion Chartered Financial Planners is based in the Southwest, with offices in Bristol, Cardiff and Cheltenham.

The firm supports referrals from the legal profession, and around 85% of new clients are now introduced by solicitors. Centurion averages about 20 new clients per month. The firm’s introducer base continues to expand, with at least 12 new law firms referring clients over the past year.

To help handle the demand, Centurion’s team, headed by director Dave Robinson, has grown by 25% in the past year to 30 staff members, including two new advisers.

Many of the firm’s clients are considered ‘vulnerable’ due to their life stage and the complexity of their financial needs. To ensure clients are well looked after, the firm is a member of the Society of Later Life Advisers and STEP, and is accredited by Resolution.

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