CBW Financial Planning Ltd
Initial consultation free
Independent
We give holistic financial planning to high net worth individuals, and one of the few firms who use cashflow modelling.
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
MR Antony Lesser CFPcm APFS
Managing Director
MR Graham Foster BA (Hons) CFPcm Dip.PFS
Director
MR Joseph Hawes CFPcm APFS
Chartered Financial Planner
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