Providers of first class Financial 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:

  • Equity Release
  • Estate Planning
  • Investment Strategy and Portfolio Management
  • Planning for Care
  • Retirement Planning

And 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

Contact us today to arrange your no obligation appointment