Financial Planners

Specialist financial planning services

WBW Chartered Financial Planners provides advice to both individuals and companies on all aspects of financial planning, through a long term approach, based on your needs and aspirations and then prioritising your objectives.

We also recognise that, in certain circumstances, clients may require only limited advice, for example putting in place a single financial product, and with no need for an ongoing professional relationship.

Rest assured, we will research the whole of the market on your behalf, to ensure the advice given is the best for your individual circumstances.

Our Expertise

Our team of qualified, experienced financial advisers are able to offer advice on a broad range of products and services that include:

  • Protecting your lifestyle and standard of living in the event of death or critical illness
  • Planning for your retirement
  • Reducing your Inheritance liability
  • Investment planning
  • Protecting your wealth
  • Protecting the value of your business
  • Paying for long term care
  • Equity release
  • Recipients of compensation awards
  • Trust investments

Contact us today to arrange your free initial consultation.