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  1. retirement plan calculator
    Planning for Retirement – Identifying and Addressing a Shortfall – Financial Planning Week 7-11th October 2019

    In a previous article, we discussed how you can calculate your target retirement income by looking at what you want to do when you retire and how much income you will need to afford your planned lifestyle. The next stage is to look at the resources that you have available and whether you have a…

  2. retirement planning
    Planning for Retirement – Calculating Target Income – Financial Planning Week 7-11th October 2019

    The change in retirement has been pronounced over the last 30 years. Gone are the days of retiring on a specific date with a guaranteed final salary pension that would pay for next 10 -15 years. All of the investment risk for delivering the pension income sat with the pension trustees, so many individuals did…

  3. Retirement Plan
    Retirement Planning Top Tips – Financial Planning Week 7-11th October

    WBW Chartered Financial Planners is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free telephone consultations which can be booked via email at enquiries.cfp@wbw.co.uk or by calling 01626 202340. In this article, Certified Financial Planner of the Year, Chris Hill, has given his 10…

  4. Ian Avery
    Meet the Financial Planner – Ian Avery – Financial Planning Week 2019

    Ian Avery has been in financial services for over 30 years. His career began within the pensions department of a leading insurance company. His keen interest in personal finance developed and this was enhanced by professional qualifications, with accreditation as a pensions specialist in 2002. These foundations enabled Ian to be first registered as a…

  5. care home health visitor nurse
    Paying for care using cash, investments and annuities – Financial Planning Week 7-11th October 2019

    About half of the people who enter a care home are funding their own care. Whenever we sit down with clients to discuss meeting the costs of care, after we work out the income shortfall, we always explain that there are 6 options available to them. In a previous article, we mentioned 3 different ways…

  6. Dave Robinson Financial Planner
    Meet the Financial Planner – Dave Robinson – Financial Planning Week 2019

    Dave Robinson is the Director of WBW Chartered Financial Planners, his career spans around 20 years in private accountancy practice and over 25 years as a practising personal financial planner and Independent Financial Adviser, often overlapping the two. He is one of relatively few advisers in the UK to have qualified as both a Chartered…

  7. paying for care using a property
    Funding the cost of care using a property – Financial Planning Week 7-11th October 2019

    About half of the people who enter a care home are funding their own care. Whenever we sit down with clients to discuss meeting the costs of care, after we work out the income shortfall, we always explain that there are 6 options available to them. Within this 2-part article we will explain what those…

  8. Chris Hill
    Meet the Financial Planner – Chris Hill – Financial Planning Week 2019

    Chris Hill of WBW Chartered Financial Planners started his career in financial services in 2007 with Hargreaves Lansdown in Bristol before moving to Devon in 2012. Chris is one of few advisers qualified and practising as a Chartered Financial Planner, Certified Financial Planner and Trust and Estate Practitioner, giving him large remit of expertise. In…

  9. Equity Release FPWUK
    Equity Release – Financial Planning Week 7-11th October 2019

    WBW Chartered Financial Planners is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free telephone consultations for anyone who would like some expert financial advice. To book a consultation call 01626 202340 or email enquiries.cfp@wbw.co.uk. About Equity Release Equity Release won’t be right for…

  10. WBW Supporting Financial Planning Week 2019
    WBW Chartered Financial Planners is supporting Financial Planning Week 7-11th October 2019

    WBW Chartered Financial Planners is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free telephone consultations which can be booked with WBW Chartered Financial Planners in advance, for the week commencing 7 October, via email at enquiries.cfp@wbw.co.uk or by calling 01626 202340. The annual…

  11. Bovey Tracey Office Exterior
    We have Moved – Bovey Tracey

    WBW Solicitors are delighted to announce that we have moved to a larger premises within the picturesque moorland town of Bovey Tracey. The new office opened on Monday 3rd June 2019, following a relocation from Union Square to St Margarets House. WBW Solicitors have had offices in Bovey Tracey for over 35 years, we feel…

  12. Torquay Harbour Low Res
    WBW saves the future of much-loved local bowls tournament

    WBW Solicitors and WBW Chartered Financial Planners have agreed to provide funding for the friendly but competitive Open Bowls Tournament located in the heart of the English Riviera. This annual event first started in 1994 and takes place in the beautiful setting of Torquay seafront which has remarkable views of both the beach and the…

  13. What’s in a name? – The different types of financial advice explained by Chris Hill, Chartered Financial Planner

    Whether it is planning for retirement, estate planning or how to fund the cost of care, you may well have considered getting some financial advice. But, financial professionals are now using more and more titles to describe what they do and that can be confusing. However, the work that we most do can generally be…