Private clients
Building your wealth, for your vision of the future
We offer a highly bespoke service, providing you with advice and guidance across all aspects of your personal and family finances.
Our work with you will enable you to structure and safeguard your assets in the most advantageous way, leaving you free to go on and achieve all you want with your wealth.
How we help
We will help you to visualise and plan your finances across all the areas of your life that are important to you, whether that is providing your children with private education, gaining the peace of mind that your family will be financially protected should something happen to you, or building your wealth to achieve a change of lifestyle. The recommendations we make may take into consideration tax planning, your pensions, savings, insurance plans and investments.
If investing is the right course of action for you, we’ll guide you through your investment options, help you understand the level of risk you are comfortable with, and work with you to ensure those investments stay on track to help you achieve your goals.
Please note: The value of an investment may go down as well as up and you may not get back the money you invested.
Clients often ask us…
I want to see my money grow. How do I get started in investing?
The principles that underlie our approach to investing are based on decades of academic research on the most effective ways to invest and manage money. The right course for you, however, can only be determined once we have a full understanding of your financial situation, your long-term goals and your attitude to risk. Once we’ve gained the full picture, we can help you build and manage a portfolio that is right for you.
How can I protect my loved ones if something were to happen to me?
None of us like to think about worst-case scenarios. But having a Plan B will give you greater ability to enjoy Plan A. We will help you find the most suitable types and level of cover to protect your loved ones from the possible financial impact of serious illness, loss of income or life, whether that’s through life insurance, critical illness cover, accident, sickness and unemployment cover, or business protection.
I’ve inherited some money. What should I do with it?
Financial planning enables you to make the most of your money. By taking the time to understand the things that are important to you – your specific concerns, priorites and objectives – and placing them in the context of your long-term aspirations, we can help you to make the best possible financial decisions following an inheritance, bonus or lump sum payout.
Am I paying more tax than I need to? Could I structure my finances more tax-efficiently?
As part of a multi-disciplinary practice, our in-house tax experts are on hand to share their expertise on ensuring you make the most of all the various tax allowances and reliefs available to you.
Video library
We’ve produced the following videos to help you better understand some of the financial issues around retirement.
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
