Carter Backer Winter LLP
Initial consultation free
Independent
At CBW Financial Planning, we’re interested in what you want to do with your money, and why.
When you work with us, you will gain a full understanding of “what the numbers mean”, what they can help you achieve, and how you can get where you want to go.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Jason Toumba
Chartered Financial Planner
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