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 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:

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

Our expert team of Financial Planners offer a range of specialist services to specific client groups, including:

  • Clients receiving or anticipating the need for care provision.
  • Personal injury claimants and recipients of compensation awards.
  • Those who have or are about to inherit
  • Small and medium sized businesses and their owners or directors
  • Trustees

For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 202404 or email enquiries.cfp@wbw.co.uk.

Meet the Team

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