Financial planning you can build your life around

25 years providing financial security and freedom for our clients

Who we are

We are CBW: accountants, tax and business advisers. For more than 25 years, we’ve been helping people to build financial certainty into their life plans.

As a specialist Financial Planning team within CBW, we form part of an award-winning multi-disciplinary City firm, with a wealth of knowledge and expertise at our fingertips. But it is our boutique nature and the high levels of personalised care and service we provide, that really distinguishes us.

About us

We’re Chartered

We’re proud to have been accredited with the prestigious “gold standard” Chartered Financial Planners status. Find out what benefits and assurances that provides our clients.

Our Accolades

Who we work with

100%

of participants in our recent client survey found our service “excellent” or “good” during lockdown.

98%

of participants said we’ve remained responsive throughout the pandemic, meaning they can always get hold of the person they need.

Meet our team

Get to know us