Central Investment appoints new associate director

Mr Davies joined Central Investment in 2012 as independent financial adviser with eight years’ experience in the financial sector.

His knowledge has seen him advise individual clients on protection, investments, retirement planning and options at retirement, including tax planning and Inheritance Tax.

In his new role Mr Davies will continue to be actively involved in delivering private client advice, helping customers meet their current and future financial planning needs.

He will also assist the existing directors and management team in further developing and growing the business through its adoption of best practices and high quality client experiences.

Derek Robertson, managing director of Central Investment, said: “Lloyd is already an active participant in many of the company’s initiatives and his promotion to associate director is recognition of the valuable contribution he has made, whilst also maximising additional opportunities to influence Central Investment’s future growth.”

Commenting on his appointment, Mr Davies said: “I am delighted to have been promoted to associate director. Throughout my career I have been committed to building long-term relationships with my clients, getting to know them and their families, and understanding their needs and aspirations before providing tailored financial advice.

“My new role will not only allow me to draw upon this experience, but provide me with the opportunity to continue to build the firm’s reputation.”

Central Investment offers tailored financial planning advice to individuals at every stage of their life.

The team of expert financial advisors provide sound advice on a comprehensive range of financial services including retirement and pension planning, inheritance tax planning, house purchases, long term care, employee benefits, group pensions and auto enrolment.