Our people Financial Planning

Proactive financial planning to help you manage your financial position at every stage of life

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Chris Clayton

Partner, Managing Director of CBW Financial Planning t: +44 (0)20 7309 3821

Tony Lesser

Partner, Director of CBW Financial Planning t: +44 (0)20 7309 3843

Ian Wells

Senior Financial Planner t: +44 (0)20 7309 3888

Charlotte Elgar

Head of Paraplanning, Chartered Financial Planner t: +44 (0)20 7309 3874

Jade North

Financial Planner t: +44 (0)20 7309 3951

Ian Rex-Hawkes

Senior Financial Planner t: +44 (0)20 7309 3855

Philip Harrison

Financial Planner t: +44 (0)20 7309 3901

Rebecca Scardarella

Operations Director, Financial Planning t: +44 (0)20 7309 3847

Jason Toumba

Chartered Financial Planner t: +44 (0)20 7309 3920