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
Who 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.