CBW Financial Planning Ltd

Independent Financial Adviser  Carter Backer Winter, Greater London, London, E1 8NN
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FCA authorised
Last authorised 26th October 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Joseph Hawes CFPcm APFS
Chartered Financial Planner
Graham Foster BA (Hons) CFPcm Dip.PFS
Director
Antony Lesser CFPcm APFS
Managing Director
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.

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

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

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