Providers of first class Financial Planning services across the South West

At WBW, we offer more than off than just expert legal advice. We have an in-house team of Chartered Financial Planners as well as an independent Mortgage department, allowing us to cater for all your financial requirements.

For all your financial needs, we’ve got it covered.

 

Meet the Team

WBW Chartered Financial Planners

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.

WBW Mortgages

WBW Mortgages are specialists in all types of mortgages and re-mortgages, including Buy To Let, and we can help you secure your mortgage before moving through the legal process. We work independently, working on your behalf not the lender, making sure we get you the best result.

Our Expertise

Our specialist team of highly qualified and experienced Chartered Financial Planners can provide a full range of independent financial advice, including:

For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 242500 or email enquiries@wbwcfp.co.uk.

 

Our Mortgage services include:

  • Adverse Credit
  • Buy to Let
  • Commercial Mortgages
  • Ex Pat Mortgages
  • First Time Buyers
  • Holiday Lets
  • Re-Mortgages
  • Residential
  • Second Homes
  • Self-Build

Samantha Allnutt is our expert Mortgage Advisor and offers both home appointments or consultations in any of our twelve office locations. Simply contact her by telephone on 01803 500544 or email sam@wbwmortgages.co.uk to book an appointment at a convenient time and location for you.

 

Helpful Guides

We have created a number of helpful guides to give you additional information on the services listed above and you can view them all here.

 

WBW Chartered Financial Planners is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Somerset Court, Brinsea Road, Congresbury, Bristol, BS49 5JL. Registered in England and Wales.

WBW Mortgages is a trading style of (UK) Howard Financial Ltd which is an appointed representative of Quilter Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Quilter Mortgage Planning Limited are entered on the FCA register (www.fca.org.uk/register/) under reference 440718.

Contact us today to arrange your no obligation appointment