C W P Financial Services Limited

Independent Financial Adviser 12 Highpoint Business Village, Henwood, Ashford, Kent, TN24 8DH
Response rating
7.0/10
FCA verified
20th August 2018
As more and more baby boomers reach retirement we are particularly keen to offer advice on annuity purchase.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Robert Perry APFS
Director
Accreditations
Chartered Financial Planner
adviser-person
Paul Cobb Dip FA MIFS
Director
Where to find us
About us

Paul and Bob have been trading as IFA's in Ashford since August 2001. They have over 40 years of experience as Independent Financial Advisers and strive to provide quality advice and service to individual clients in a friendly and professional manner. Bob is a Chartered Financial Planner.

The vast majority of our clients are introduced to us by solicitors or existing clients. Please give us a call.

Our services

We look after our clients very well. We explain what we are doing and endeavour to keep things simple.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

CWP Financial Services Limited has been trading in Ashford since August 2001.

Our advisers are experienced and qualified, with Bob Perry being a Chartered Financial Planner.

Our first meeting with you will be free of charge and without obligation. Thereafter we charge for our advice/services by way of fees.

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