An update from Chris Clayton, Managing Director, CBW Financial Planning
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Today, Carter Backer Winter LLP (CBW) has announced that its audit, accounting, tax and advisory teams have joined Gravita, a top 30 tech-enabled accounting firm. Please see below for more information. CBW Financial Planning has always been its own corporate entity and I am pleased to announce that this will continue, with myself and Peter Winter (CBW’s Managing Partner), at the helm. From our perspective, nothing changes, and we have some exciting ideas for the future which we believe will enhance our service offering and client experience. Watch this space! As Gravita concentrate on pure accountancy services, we will continue to work very closely to provide them with access to our range of Financial Planning advisory services and solutions, in the same way we have done for over 25 years. So, here at CBW Financial Planning it is business as usual, but please contact your usual adviser if you have any questions. Our team is always happy to help, and we can still be reached at the same office, email addresses and phone numbers. We look forward to continuing to build our relationship into the future, and thoroughly appreciate your support. |
| Chris Clayton
Managing Director, CBW Financial Planning |
Message from CBW:
For over 65 years, CBW has been providing business and financial support to individuals and businesses here in the UK and all over the world. But more than that, we’ve created an environment where clients are at the heart of everything we do. Our clients have been a fundamental part of the successful audit, accounting, tax and advisory business we have built and have played a huge part in our journey so far.
As we continue to evolve as a business and support our clients in all their private and commercial endeavours, we are excited to announce the next chapter for CBW as we join Top 30 firm, Gravita. We have joined forces with a firm who focus on offering clients the resources of a larger company, with the values and hands-on approach of a smaller firm. It aligns perfectly with the values and culture we’ve built over half a century.
Our audit, accounting, tax and advisory team will be joining the Gravita family, meaning we now have some of the most talented people in the industry under one roof. This additional resource in talented team members allows us to focus more than ever on our clients and our people, who we couldn’t exist without. We’re proud of the strong relationships built over the years, which will continue alongside the high calibre, hands on service our clients have come to expect.
Gravita shares our passion for quality solutions, delivering outstanding results and revolutionising the way fast-growing small and medium sized businesses receive accounting services. Gravita is backed by leading European growth investors, Tenzing, and we look forward to leveraging their support to continue investing in tech-enabled solutions that create excellent experiences for our clients. It also means clients gain access to Gravita’s full spectrum of services all in one place, without the need to find alternative advisors. This includes specialist areas in compliance, tax investigations and listed audits, just to name a few.
A huge thank you to all our clients who have supported us over the years, we look forward to continuing to build our relationship with you into the future.
What next?
If you have any questions or would like any more information, please contact your usual Financial Planning adviser.
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