Meet the team
The CBW way
It takes an exceptional team to produce outstanding results. So, what makes the CBW Financial Planning team exceptional? We’re highly qualified and experienced (over half of our planners are Chartered), we are dedicated to building long-term, trusted relationships with our clients, and each member of our team really cares about what they do.
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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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