CISI

retirement plan calculator
In a previous article, we discussed how you can calculate your target retirement income by looking at what you want…
retirement plan planning
The change in retirement has been pronounced over the last 30 years. Gone are the days of retiring on a…
retirement planning
WBW Chartered Financial Planners is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week…
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…
paying for care using cash
About half of the people who enter a care home are funding their own care. Whenever we sit down with…
Dave Robinson
Dave Robinson is the Director of WBW Chartered Financial Planners, his career spans around 20 years in private accountancy practice…
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…
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…
professional negligence
WBW Chartered Financial Planners is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week…
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…