The Big Interview with Dave Robinson of Centurion, SOLLA accredited and Chartered Financial Planner
Questions for The Big Interview with Dave Robinson FCCA APFS MCSI TEP LLAA IMC
‘Specialist Financial Planning and Investment Management for Later Life, Personal Injury, Attorneys, Deputies, Trustees and Beneficiaries who have Special Needs’
Q: What was behind setting up Centurion Chartered Financial Planners?
Q What has been the journey so far?
Q: How have you built your team of Advisors?
Q: You are a Chartered Financial Planner and you and several of your Advisors have the Society of Later Life Advisors, please could you tell me more about this valuable accreditation?
Q: I notice that the firm’s advisers are STEP accredited. How does this help the wider community that you and your advisers support?
Q: How does your company assist Owners of Care Homes and the wider social care business owners?
Q: How do you and your advisors support the Residents of Care Homes?
Q: How do you work and how do you charge fees?
Dave said, "Myself and my team continuously strive to enhance the skills within our independent financial service for the vulnerable and elderly in our society, to align ourselves with personal centred advisory and be a platform for people to lead the best lives that they can."
For more information contact Centurion Chartered Financial Planners, click here.
