The work/life balance at its financial best
CBW Wealth
Comprehensive solutions that link your personal, family and commercial requirements.
The unique combination of tax and financial planning expertise ensures your wealth works harder when you consult with the CBW Wealth team lead by Tony Lesser (Financial Planning).
CBW Wealth will help you to manage your personal financial well-being with:
- Wealth management advisors
- Asset and estate planning
- Tax efficient pensions and investments
- Tax planning for individuals
- Finance and mortgages
- Risk management
- Protecting bequests
For business owner-manages, the CBW Wealth team can help with integrated solutions that maximise the benefits of owning your own business:
- Remuneration planning that add value both for the business and its employees
- Using pension schemes as a business tool
- Profit extraction
- Exit and succession planning
- Tax investigations
- Merger and acquisition planning
Tony Lesser
takes a clear cut, frank but expert approach to helping successful individuals meet their current and future financial goals.
d: +44 (0)20 7309 3843
e: antony.lesser@cbw.co.uk
Paul Gibson
Chartered Financial Planner
d: +44(0)20 7309 3855
e: paul.gibson@cbw.co.uk
Andy White
Partner, Carter Backer Winter LLP
t: +44(0)20 7309 3917
e: andy.white@cbw.co.uk
