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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Services for Individuals

Do you want to take control of your financial future? Are you concerned that you don't know where you stand, so you're looking for a solution to take away the complexity? We provide comprehensive financial planning and taxation advice, tailored to your individual needs. Whether you want to consolidate your investments, create a plan that will help you to retire early, or find out how you can avoid losing 40% of your estate to the taxman, our team of advisers can help.

We are an independent firm, which means we have access to the entire market and will always recommend the most appropriate solutions available. And we won't just sell you a product and walk away. We understand that your needs and circumstances will change over time, so we’ll work with you on an ongoing basis to make sure you remain on track.

Our range of services include:

Life assurance protection
Critical illness
Income protection
Private Medical Insurance
Pensions and retirement planning
Savings schemes
Lump sum investments
Inheritance tax mitigation
Will planning

The FSA does not regulate on the following
areas of advice that may be provided or
introduced to you: taxation and trusts,
inheritance tax mitigation, and will planning.

"I'm always happy to recommend CWB. Although I'm an interested and active investor, I know that they have the breadth of knowledge, skills and expertise to work with different people across
a range of financial situations. They’re capable of providing
sound advice across the spectrum
of situations and different types
of people."

Bryan Ellis
Director of RetecDigital plc

Case Studies

Our clients have kindly helped us create a suite of case studies. Each one is designed to show you how we've helped them plan for a better financial future. Find out more below or visit our case studies page.

Investment advice

I'm an interested and active investor. CWB have consolidated all of my pensions and investments into the one place, providing me with total transparency.

Advice for your family

After a business sale CWB advised me on my personal investment portfolio and
helped us to plan to achieve
our personal and family objectives.

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