Wealth through knowledge

Corporate Pension

Advice and ongoing management of your corporate pension arrangements

Business Consultancy

Advice and guidance to help you to build, grow and protect your business

Pension Reform

Every business in the UK will be affected by the new pensions legislation. Act now

Private Medical Insurance

Insurance for individuals and businesses, to meet your private medical and health care needs

Protection

Specialist protection solutions for you, your family and your business

Investment Management

Active portfolio management to help you achieve your financial and lifestyle objectives

Retirement Planning

Comprehensive financial planning and advice, so you can live the life you want in retirement

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Advice for business owners

Simplify your affairs

Learn how our advice and planning has helped Adam and Emma to simplify their affairs, personally and professionally. Download case study PDF

We own a small business and wanted to work with an adviser we could trust. Someone who is thorough, understands the challenges of running a business and is willing to work with us over the longer-term.

We had a number of pension plans and endowment policies, which weren’t easy to manage. We didn’t know where we stood or if we were saving enough for a comfortable retirement. We needed a plan to simplify our affairs, to tax efficiently structure our pensions and investments, and protect us against the unexpected.

The Team

Colin Henshaw

Colin is a senior financial planner and sales manager. The historical figure he most admires is Leonardo da Vinci for his creative mind & artistic ability, all ahead of his time.

Kimberly Nix

Kimberley provides research and technical analysis for our financial plans. The 3 people she would invite to dinner are Stephen Fry, Billy Connelly and her boyfriend.

Sophie Partyka

Sophie helps implement financial plans and administer our client accounts. Her favourite journey is when she is travelling on her way to the airport (home or away?).

Iain McCallum

Iain is responsible for post-sale administration and supporting our Financial Services team. The superpower he would most like is “abolish tax” - we think most of us would agree!

"Working with CWB we get so much more than financial advice. They provide strategic guidance and relevant introductions to contacts that can help in our business. They really support us both personally and professionally - you can’t put a price on that."

Adam Spradbury
Managing Director, EAS Windows

Please note that this is a real client case study. It is not intended as a guide to advice. Individual circumstances can differ and you should seek financial advice before embarking on a course of action.

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