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.
Frequently Asked Questions
Who are WBW Chartered Financial Planners? »
WBW Chartered Financial Planners is wholly owned by the Partners of WBW Solicitors and has been established to help its clients organise their financial affairs to give them the best possible chance of achieving their financial objectives. We are Independant Financial Advisers and as such we are authorised and regulated by the Financial Services Authority and NOT by the Law Society. We distinguish ourselves from WBW Solicitors by describing ourselves as Chartered Financial Planners.
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