CBW Financial Planning Ltd

Independent Financial Adviser Carter Backer Winter, Kingsfield House, 66 Prescot Street, Greater London, London, E1 8NN
FCA verified
10th December 2018
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
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Antony Lesser CFPcm APFS
Managing Director
adviser-person
Graham Foster BA (Hons) CFPcm Dip.PFS
Director
adviser-person
Joseph Hawes CFPcm APFS
Chartered Financial Planner
Where to find us

Carter Backer Winter, Kingsfield House, 66 Prescot Street, Greater London, London, E1 8NN

About us

A great place to work and do business

An award winning City Accountancy, Tax and Financial Planning firm offering a depth and breadth of experience usually found only in the top 20 practices.

Our services

We are a part of an industry leading accountancy firm and offer a complete wealth management solution.

All our advisers are Certified, this being a highly regarded qualification accredited by the Institute of Financial Planning, this allows us to provide a high level bespoke service to our clients.

We conduct cash flow modelling for our clients; this allows us to plan effectively with our clients to achieve their financial objectives, such as retirement, school/university fees, etc.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Not applicable

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