Why choose us
Why?
We take pride in helping you achieve your best life, with structure and confidence.
How?
By understanding you and your life; your journey so far, where you are now and where you want to get to, we can establish, implement and manage an ongoing and reviewable life plan.
What?
Plan, action, review across life phases:
- Accumulation
- Enjoyment
- Preservation
Using planning tools, investments, tax planning, protection and much more
Our 25-year heritage
We’ve learned from every one of our clients during that time. Our experience means we’re all the more prepared when it comes to helping you plan for your future.
Our Chartered status
Chartered status is only granted to those firms that meet rigorous ethical and competency standards. As a Chartered firm, we’re committed to hiring highly qualified team members, providing clients with the best advice and service we can.
We’re independent
The advice we deliver is entirely independent, considers a wide variety of potential products and providers, and ensures clarity around investments. It is also costed transparently, both in terms of our fees and the costs involved with selected products.
Our boutique approach
Every member of our team shares our ethos, keeping outstanding service and client care at the heart of everything we do. It’s not all about numbers to us.
We’re here for the long term
Unlike many other financial planning practices, we are not building up our business to sell on. We see ourselves as holding the baton for the next generation. That means you can feel secure, knowing your family will be safely looked after for generations to come.
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.
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