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 campaign, organised by the-not-for profit professional body the CISI, is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Certified Financial Planning practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity. For further information on Financial Planning Week, please visit https://www.cisi.org/cisiweb2/fpweekmicrosite/financial-planning-week.

The free telephone consultations will offer you the chance to have a one-to-one meeting with one of our highly qualified Financial Planners to provide help and guidance on a on a broad range of areas that include:

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

WBW Chartered Financial Planners are a highly qualified team based in the South West; Director of WBW CFP, Dave Robinson, Chartered Financial Planner, Ian Avery, and Chris Hill who recently won the Certified Financial Planner of the year award.

To book a free telephone consultation please call 01626 202340 or email enquiries.cfp@wbw.co.uk.

WBW Supporting Financial Planning Week 2019