What we do
The tools and knowledge to achieve your goals
At CBW Financial Planning, we’re interested in what you want to do with your money, and why.
When you work with us, you will gain a full understanding of “what the numbers mean”, what they can help you achieve, and how you can get where you want to go.
Whether your priority is planning for a fulfilling and comfortable retirement, leaving a legacy, or securing your family’s finances for the future, we are here to help you achieve success in all areas of your life – not just in your financial returns.
Our role is to deliver you financial confidence, with all the tools and support you need to go out and achieve your goals.
Explore the journeyA wealth of expertise at our fingertips
We’re a part of Carter Backer Winter LLP (CBW), a full-service, top 60 firm of accountants, tax and business advisers based in the City of London. CBW was established in 1957 and currently employs more than 165 friendly and experienced staff.
As a specialist, boutique financial planning team within a larger, award-winning, multi-disciplinary business, we benefit from having a wealth of highly experienced tax, accounting and business advisory specialists at our fingertips.
Find out more about CBW.
Visit the CBW websiteContact 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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