Our accolades
Gold standard professionalism
We’re delighted that our reputation as a provider of outstanding financial services has been recognised with the following awards and accreditations:
We’re Chartered
CBW Financial Planning has been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII).
Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
Why choose a Chartered firm?
Considered the gold standard in financial planning, Chartered status recognises those firms that have satisfied rigorous standards. Those standards include:Ensuring clients are served by well-qualified planners with the highest levels of technical and professional knowledge and competence.
Abiding by the industry standard Code of Ethics enforced through disciplinary sanctions.
And a commitment to keeping our knowledge and skills up to date through continuing professional development.
By choosing a Chartered firm, you are choosing a firm that has made a public commitment to professionalism, and maintains standards of excellence in qualifications, ethics, business practices and professional development.
We are proud to be a Chartered Financial planning firm.
View the CII Code of EthicsContact 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.
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