Financial Services

Specialist financial planning services

WBW Chartered Financial Planners provide a traditional Independent Financial Advice service. Clients requiring this service can rest assured that our IFA team will act only in their best interests and will not put them under pressure to purchase financial products.

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. All of our financial consultants are professionally qualified to at least diploma level and our clients have access to a chartered financial planner upon request when required.

SAFE 4 steps