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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Working with Professional Partners

Are you looking to partner with a like minded firm to deliver integrated advice to your clients? Based in Market Harborough, we specialise in providing financial planning and complementary taxation advice to individuals and businesses. Our team of independent advisers advise on investments, retirement planning, corporate pensions and protection.

We strategically partner with only a select number of professional firms, as we believe in developing long-term and trusted relationships. Creating a truly integrated service takes time. That's why we're committed to working with our partners over the long-term and providing solutions that complement their own - delivering tangible value and benefit to their clients.

Our range of personal and corporate services:

Protection
Critical illness
Private Medical Insurance
Pensions and retirement planning
Savings schemes
Lump sum investments
Tax and Trust planning
Inheritance tax migration
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.

"Working with top quality, honest and friendly advisers has been massively beneficial. CWB are easy to work with and our clients like the fact that we're involved in the process and provide a joined-up service."

Adrian Neal
Berry Accountants

Case Studies

Our professional partners have helped us to create case studies, designed to illustrate our process and how we’ve worked with them to provide complete advice for their clients. Our case studies page contains more client stories.

Complementary advice

I'm a Chartered accountant and have strategically partnered
with the team at CWB to
deliver complementary advice and an improved service for
my clients.

Strategic partnerships

I strategically partner with like-minded professionals who deliver complementary services. I specialise in employment law and CWB work alongside me, with my clients.

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