Phone: 01858 469 910

 

Are you an entrepreneur, business owner, senior manager or director of a business? Do you want professional and informed advice to help you meet your business objectives, engage and retain your employees? We work with businesses of all sizes, across a broad cross-section of industries, to help protect them against the unexpected and plan for a better future. Our team of advisers specialise in providing advice on pensions, insurance, corporate taxation and investments.

To further help our business clients, we also offer a range of consultancy services. From improving business processes, to growing organically or through acquisition, increasing profitability, or earning awards and accreditations. We have a passion for business and draw on our own experience and collective learnings from working with clients at all different stages in their development.

Our range of services include:
       
"CWB provide a lot of advice on an ongoing basis. We view Graham as a part of our company and integral to planning for our future growth. We would highly recommend him both to individuals and business owners."
Chris Beach
Director of Central Regalia Ltd
 

Case Studies

Our corporate clients have helped us create a series of case studies. Each one is designed to outline our services and how we've worked with them to achieve their business and personal goals. Find out more below or visit our case studies page.

Corporate planning
Corporate planning
CWB established our corporate pension. They look after our employee benefits and private medical insurance, and ensure our business is adequately protected.
 
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Business owner advice
Our CWB adviser is extremely thorough. He understands the challenges of running a business and is committed to supporting us corporately as well as personally.
 
 
A Business Innovation