We hope that you, your families and your businesses are keeping safe and well amidn the ongoing COVID situation.
At CWB we continue to trade with all of our staff working remotely, and all meetings with our clients, partners and suppliers are being held online.
As an update while certain lockdown measures are still in place:
- We will not be opening any of our offices until the earliest of 21 June 2021. We will confirm if there are any changes to this date.
- We will shortly be able to visit clients for face to face meetings, but with social distancing and other safety measures. Your safety is our primary concern and your financial planner can confirm details with you prior to their visit.
We are still very much open for business and available to provide you with advice, as follows:
Our telephone numbers and email addresses are in full use, so you can contact us via the usual communication channels.
Our online client portal is available 24/7 – providing you with access to us, your investments, your policies and your documents. If you have not yet registered for the portal, please contact your CWB Financial Planner who will give you guidance on how to obtain access.
We are available for meetings either by phone, or face-to-face through apps and programs such as Skype, FaceTime, WhatsApp and Zoom.
Financial Planning is all about change, and responding to it. This has never been more important than it is right now, so please contact your CWB Financial Planner with any questions, concerns or updates that you have.
Date of update: 1 June 2021