0800 543 384

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

Review & Monitoring Services

Investing is one thing – but ensuring that those investments continue to work for you is another thing entirely. Left unchecked, it’s possible you might completely miss your retirement objectives, and leave yourself high and dry when the time finally comes.

Centastone is here to help. By implementing a regular and ongoing portfolio monitoring and review process, we keep our eye on your long-term results. This enables you to work with your adviser to make changes to your portfolio that reflect your changing personal circumstances, needs or objectives.

No matter where you are in your journey, the end result is finding you have more time and flexibility to achieve what you want to achieve, and reach objectives that otherwise may have passed you by.

Our comprehensive review and monitoring services are an effective tool for making the most of your asset allocation while greatly increasing the chances that you will successfully reach your goals and objectives in the best possible way.

To make sure you’re reaching your financial goals throughout your life, call us on 0800 543 384 or enquire online today.

 

 

Request your personalised quote online today.

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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.

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