Episode 14 – Life Planning – 30.11.22
This month we are joined by, Chris Clayton, Managing Director of CBW Financial Planning, and one of our Financial Planners, Emma Sands, to discuss some FAQs around three key lifetime planning events: Power of Attorney, why you need a Will, and how Trusts can protect your family wealth.
CBW’s financial planning services deliver financial certainty for the future. We design and manage strategies that protect and maximise your wealth, so you can get on with your life. For more information, please click here.
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357.
Please note that anything discussed in this podcast should not be construed as advice.
What next?
If you have any questions or wish to discuss in more detail, please don’t hesitate to contact Chris, Emma or your usual contact at CBW Financial Planning.
Contact us
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.
Production
