Peter Hartley

I initially met Tony Lesser and CBW 25 years ago, when Tony was involved with setting up the group pension scheme for the firm I was Managing Director of at that time. When I moved to a different entity, Tony arranged the valuation and transfer of the company scheme into a private pension scheme for me and has been involved in looking after the pensions and investments for me and my wife ever since.

I have always found the annual reviews and regularity of meetings that CBW offers particularly useful to look at the performance of funds, utilisation of pension allowances and what alternative scenarios and vehicles might look like. This goes hand in hand with the cashflow analysis tool that CBW recommends. We have found this incredibly useful when planning for the future and the level of detail this tool goes into has enabled us to plan accordingly and has given us the confidence we need to maintain our lifestyle.

Finally, as well as having the comfort that CBW Financial Planning has the expertise to support us in the past, now and in the future, I would highly recommend them as a team and as individuals. I can pick up the phone to Tony, Jason and other team members and always get a quick response. At times this is invaluable. They have invested time in getting to know us, understanding our current situation through our 25-year relationship, and crucially our aspirations. I would of course recommend them to anyone who is looking for that hands-on relationship with a financial planner who has a deep understanding of your circumstances; the team clearly have the knowledge, tools and expertise to give the best possible advice.