Centurion Chartered Financial Planners

What Centurion Chartered Financial Planners does

Centurion Chartered Financial Planners is a UK-based financial advisory and wealth protection firm founded in 2017, headquartered in Congresbury. The firm operates as a private, for-profit entity using the "Chartered" designation, indicating that its principals hold a recognised UK chartered financial planning qualification and the practice is structured to deliver personal financial advice consistent with the standards of that professional body. The company is led by Stuart Doughty, Founding Director and Owner, and sits in the 11-50 employee band on firmographic data.

The firm's offering centres on financial advisory and wealth protection services rather than discretionary asset management at scale. The website (centurioncfp.co.uk) returned only a verification/loading page in the source crawl, so detailed product lines, pricing structure, fee model (likely adviser charges / percentage-of-AUM based on UK IFA norms), client onboarding flow, target client segment (most plausibly mass-affluent to HNW individuals, given the chartered planning positioning), and platform/tech stack are not evidenced in the input data. No parent company, subsidiaries, funding history, M&A activity, partnerships, awards, patents, or regulatory actions are disclosed.

Operationally, the firm presents as a small, founder-led, locally positioned UK IFA practice with an eight-year operating history. Its competitive position rests on chartered credentials, personal client relationships, and geographic proximity to clients in the South West of England, rather than on scale, technology, or product breadth. The available data is insufficient to comment on AUM, recurring fee revenue, client book composition, or growth trajectory beyond continued operation.

Name

Centurion Chartered Financial Planners

Website

https://centurioncfp.co.uk

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Centurion Chartered Financial Planners is a UK-based, founder-led financial advisory and wealth protection firm based in Congresbury, founded in 2017 by Stuart Doughty, serving private clients through chartered financial planning services.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial planning
• Wealth protection
• Financial advisory
• Retirement planning
• Investment advice

Headquarters

HQ city

Congresbury

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Centurion Chartered Financial Planners is a financial advisory and wealth protection firm based in Congresbury, United Kingdom. The company provides chartered financial planning services to clients, with a focus on safeguarding and growing client wealth through personalised advisory engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Chartered Financial Planning

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Brown Shipley: UK private bank and chartered financial planner offering wealth planning, investment management, and wealth protection to HNW individuals. Direct comparable in proposition and UK chartered advisory positioning, though with private banking capabilities Centurion lacks.
• Succession Wealth: UK-focused financial planning firm built via acquisition of IFA practices, offering comprehensive financial planning and wealth protection. Comparable chartered-style advisory offering and similar private-market profile, though materially larger.

Broad incumbents

• Quilter: UK wealth manager offering financial planning, investment platforms, and advice services. A broad incumbent competing for the same UK advice market with significantly greater resources and platform breadth.
• Charles Stanley: UK wealth manager providing financial planning, investment management, and wealth preservation services to private clients. Comparable business model and client segments, with materially greater scale.
• Brewin Dolphin: UK wealth manager providing personalized financial planning and discretionary investment management to private clients. Comparable service offering and target client base, but a much larger established player.
• Schroders Personal Wealth: UK joint-venture wealth manager offering financial planning, investment, and wealth protection services to mass-affluent and HNW clients. Overlaps with Centurion's proposition but operates under the Schroders brand with greater resources.
• Rathbones: UK-listed wealth manager with a substantial private client financial planning and investment management business. Comparable proposition (financial planning + wealth preservation) for HNW and mass-affluent UK clients.
• Tilney (Evelyn Partners): Large UK chartered wealth manager and financial planner offering comprehensive financial planning, investment management, and wealth protection services. Comparable as a direct UK chartered advisory peer, but materially larger in scale and headcount.
• Investec Wealth & Investment (UK): UK wealth manager providing discretionary investment management, financial planning, and wealth structuring for HNW clients. Comparable in offering financial planning and wealth protection, with a private banking and investment platform Centurion does not have.
• St. James's Place: One of the largest UK wealth management groups, providing financial planning, investment, and wealth preservation services through a network of advisers. Overlaps directly with Centurion's financial planning and wealth protection proposition but at far greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/centurionccfp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Centurion Chartered Financial Planners