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

Has your financial planner publicly pledged to put your interests first? There’s an easy way to tell… the Chartered crest.

CBW Financial Planning has been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII).
The CII awards Chartered status to those professional individuals and firms that display eminence in their field.

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 Ethics