Welcome to CWB

Wealth through knowledge

Welcome to CWB

Wealth through knowledge

Financial planning for life

CWB is a specialist provider of financial advice, tax planning, employee benefits and business consultancy services.

Our clients include large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.

Our approach extends beyond traditional financial advice. Our team of experienced planners and consultants will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.

Our Services

We focus on building long-term client relationships with a strong emphasis on service, actively using client feedback to evolve our business and service proposition with quality financial advice.

Developing your finances

Our clients’ investments sit at the very heart of our holistic financial planning service. No two clients’ needs and circumstances are the same. As part of our investment management services our highly qualified financial planners work with our clients to design and provide access to a portfolio of investments. We focus on our clients long-term goals and objectives along with their attitude to investment risk.

Protecting your family

Family is at the heart of all of our lives. Financial planning is not only about fulfilling our needs and aspirations, it is also about protecting those dearest to us, and those financially dependent upon us.

Developing your Business

With our wealth of experience we are able to offer impartial advice relating to your own business needs.

Rewarding your team

We’re sure you understand the need to support your employees with a range of benefits that provides them, and their families, with a sense of financial security.

Planning for retirement

Retirement takes many forms, and can happen all at once or can be phased out over a number of years. Whilst a very important part of a client’s retirement provision, traditional pensions now form only one part of an individual’s retirement plan.

Whether it is to request more information or send us some feedback, please do get in touch either by completing our Enquiry Form or contacting us using the details below.