Financial Planning

Whether you are looking to protect the wealth that you or a family member has built up over a lifetime, planning for retirement or needing to restructure your finances following a relationship breakdown or inheritance the team at Mogers Drewett Financial Planning can help.

The benefit of combining legal and financial services at Mogers Drewett means that we can provide a seamless service to clients who may have experienced a change in circumstances resulting in dramatic change in their financial position. We will work alongside your legal representative to fully understand your situation and provide the financial advice needed to secure your future.

Our aim:

  • To maintain the highest possible standard of technical knowledge in all relevant aspects of financial advice;
  • To ensure fair treatment of our clients and to act in their best interest at all times;
  • To build and maintain a happy and cohesive team, motivated to meet the needs of our clients;
  • To build and maintain a network of fellow professionals in complementary fields, which ensures we can – between us – provide access to any other professional services which our clients may require or potentially benefit from.

Mogers Drewett Financial Planning is a trading style of  Centurion Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales: Number 7001057. Registered Office: Somerset Court, Brinsea Road, Congresbury, North Somerset, BS49 5JL. Click here for more information.

Mogers Drewett

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Meet the team

Sean  McCabe
Sean McCabe
Chartered Financial Planner
Stuart Doughty
Stuart Doughty
Daniel Gornall
Daniel Gornall
Chartered Financial Planner

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