Wealth Management
investment strategy
In a world of low interest rates identifying an investment strategy which can deliver a competitive rate of capital or income return, and at a level of risk and volatility that is acceptable to you, is more important than ever.
asset allocation
A large part of financial planning consists of finding an asset allocation that is appropriate in terms of your appetite for, and ability to shoulder, risk.
investment solutions
Most investors will find a blend of assets meets their needs and asset allocation can be practiced by optimisation techniques, minimising risk for a given level of return or maximising return for a given level of risk.
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Case studies
SCENARIO

Harry has run his own business for 20 years, which is structured as a Limited company. Under Harry’s ownership the company qualifies for Business Property Relief (BPR), meaning it is exempt from Inheritance Tax. When Harry sells the company, the proceeds will no longer qualify for BPR and will be chargeable to IHT at 40%
 
CLIENT OBJECTIVES

Neither of Harry’s children want to take over the business, so he decides to sell the company to a third party, but wants to protect his children’s inheritance.
By working with industry leading independent fund research analysts along with major investment management groups we are able to provide investment solutions that truly reflect your own personal investment objectives and needs.

We also believe that regularly reviewing your investments to ensure their ongoing suitability and discussing your continuing requirements are an important part of our relationship with you.
How We Can Help You
We can provide financial services including retirement and pension planning, inheritance tax planning, house purchases, long term care, employee benefits, group pensions and auto enrolment.

PRIVATE CLIENT SERVICES

The Central Investment approach is client centred, not product driven, which puts your current position, financial goals and future aspirations at the heart of the process.
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CORPORATE SERVICES

At the heart of our approach is the belief that delivering professional, impartial advice will add real value to your business. At Central Investment, our client retention is amongst the best in the industry.
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Central Investment Services (Scotland) Ltd is Authorised and Regulated by the Financial Contact Authority. Registered in Scotland No SCO54118. Registered Address: 9-13 Albert Street, Aberdeen AB25 1XX

We are entered on the Financial Conduct Authority Register No 114793 at https://register.fca.org.uk  The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of employee benefits.

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