Financial planning you can build your life around
Over 25 years providing financial security and freedom for our clients
Who we are
For more than 25 years, we’ve been helping people to build financial certainty into their life plans.
A specialist Financial Planning team, 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 usWho we work with
What our clients say
At CBW, we build long term client relationships, this is the key to our success. We see every new client relationship as an opportunity to understand more about how we can help. Having detailed knowledge of each client means we can help them achieve their long term goals and dreams. Read our client stories to learn more about how we help our clients, we've shared some of our client survey results as well.
of participants in our recent client survey found our service “excellent” or “good” during lockdown.
of participants said we’ve remained responsive throughout the pandemic, meaning they can always get hold of the person they need.
Meet our team
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CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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