Services & Sectors

Financial Planning

MEET OUR Financial Planning TEAM

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

CBW’s financial planning services deliver financial certainty for the future. We design and manage strategies that protect and maximise your wealth, so you can get on with your life.

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 own fees and the costs involved with selected products.

Led by Tony Lesser, Chartered Financial Planner, the financial planning team holds advanced qualifications in taxation and trusts, pensions, personal investment planning, long term care and business financial planning. Giving you peace of mind that your money is in safe hands.

Our services are fee based to ensure your advisor is fully focused on your requirements, never on commissions. Regular reviews are conducted to ensure all arrangements remain appropriate for your current needs and long term objectives.

Further information

Contact a member of the Financial Planning team for more information and see how we could help you prepare for the future.

We’re here to support you and your family at every stage of life, with expertise that guides you through the plans and provisions you need to make for the future.

One of our highly qualified financial planners will review your current circumstances, listen to your goals and design a bespoke strategy that reflects your aims and appetite for risk

As the strategy develops, your financial planner will consult with any other advisors you have in place, to ensure you have a holistic plan with all your financial arrangements working together to deliver future financial certainty.

Further information

Contact a member of the Financial Planning team for more information and see how we could help you prepare for the future.

CBW Financial Planning provides business owners with corporate financial planning advice as well as strategies for their own personal financial affairs. With our extended network of professional advisors, our clients have assured access to products and providers from across the whole market place.

Our corporate financial planning advice covers pension planning, business protection and commercial insurance. We ensure clients continue to meet the challenges of a competitive business environment, control their costs to remain competitive and above all are appropriately protected.

We also guide businesses and individuals through the range of benefits provided by companies to employees. Everything from straightforward life cover to pension arrangements, Comprehensive employee benefits schemes play a key role in employee engagement and are increasingly integral to building a successful company. We make the process of implementing these schemes as stress-free as possible, working within tight timescales and budgets to organise a simple, comprehensive and pain-free package of benefits.

Further information

Contact a member of the Financial Planning team for more information and see how we could help you prepare for the future.

Auto-enrolment, or the ‘workplace pension’, is one of the biggest changes in pension provisions for generations. It means that any company that employs people will have 33 new responsibilities to help those individuals save for their retirement.

Further information

You can find out about our 3 step auto enrolment programme here.

Alternatively, contact Philip Harrison on +44 (0)20 7309 3901 or email auto.enrolment@cbw.co.uk