- YOU & YOUR FAMILY
- PROPERTY
- BUSINESS
- WEALTH MANAGEMENT
At CBWM, the highly qualified and regulated team of professionals are focused on delivering independent, unbiased advice to ensure strong financial outcomes for clients. They advise a wide range of businesses and trusts of all sizes.
How CBWM can help
CBWM offer a range of services to assist companies with their financial planning, ensuring that they are, and remain, financially secure.
The financial advisers at CBWM work closely with the Solicitors at Coole Bevis and their colleagues in the tax advisory and accountancy teams, to ensure that clients benefit from a seamless and efficient service.
Financial Planning Services for Businesses Include:
Why Choose CBWM as Your Financial Advisers?
The team are highly experienced and accredited, providing expert guidance in all areas of financial planning.
They offer personalised advice based on your unique circumstances.
They work closely with clients to understand their financial goals, fostering long-term relationships built on trust and effective communication.
You will have a dedicated point of contact who will oversee your matter, ensuring continuity, clear communication, and a seamless service throughout the process.
They provide practical, results-driven solutions that are tailored to your financial strategy.
“Tom has been very accommodating, knowledgeable & patient!” – A Jordan
Disclaimer
Financial advice is provided in association with Carpenter Box Financial Advisers, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at www.financial-ombudsman.org.uk
Contact us
For expert advice on all aspects of financial planning, contact our experienced team. For further information on their services to private clients and businesses, visit Coole Bevis Wealth Management or call 01903 534587.
