The New CBW Financial Planning – 04.07.23
In this podcast our managing director, Chris Clayton tells us what it means for clients and what the future holds for CBW Financial Planning following the move away from the accountancy practice.
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 concerns regarding the recent changes, please contact your usual adviser.
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
