0800 543 384

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Setting you up for the future by making your money work for you

Lump Sum Investment Planning

Starting with investment can be an extremely complicated and time consuming process; it’s easy to lose your head. And however financially savvy you might be, if you’ve never interested, it can be challenging to know where to put your money. If you play your cards right, however, you can make your money work for you.

Our six step advice process is at the heart of this. Our specialists will use our framework to create an investment plan specific to you, and ensure your investments pay dividends. We’ll create your investment strategy and asset allocation to meet your current and future needs.

We utilise modern wrap platforms and design a bespoke portfolio, then monitor and review it, to ensure that your investment strategy meets your continuing needs while keeping up with trends in the global marketplace.

Our specialists are experts in the field of investment – why not book in an in-person meeting to get you set up with exactly the advice and investment plan you need?

For a proven process for investment success, call us on 0800 543 384 or enquire online today.

 

 

Request your personalised quote online today.

Get Started

Discuss your needs with a real person from our nationwide team of specialists.

 

Investment Services


A disclosure statement is available, on request and free of charge

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Our process is simply easy

 Here at Centastone, we're all about people (well, people and finances!). As an all-encompassing financial services company who specialise in risk management and investments, customers appreciate our direct approach. When you work with us, you won't be endlessly dealing with machines; you'll be talking to real people every step of the way to make sure that you get the financial help you need.

When you're looking for insurance or a mortgage, it can be overwhelming – not to mention time consuming! We want to make sure that your experiences sorting your finances and risk management are as streamlined and as painless as possible.

 

Latest News

Newsletter

With the changing of seasons and temperatures, we are reminded that life is constantly evolving and moving. As a team we care about education and communication, Centastone’s e-news (quarterly) is the most sustainable way to keep you informed of current financial news and initiatives. For the majority of our clients we have your documented consent for us to email you, however for some of our clients that were part of former businesses that consent has not been recorded. As part of our due diligence and commitment to best practice, we wish to ensure your consent to these. If you are happy to continue receiving our quarterly e-news, you need not take any action. If not, we ask that you unsubscribe here and we shall remove your email address. May your winter be full of adventures, The Team at Centastone

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