- 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 variety of individuals and families, irrespective of their wealth or the value of assets they hold.
Whether you are a young family seeking protection against unforeseen events, building a savings portfolio for a mortgage or school fees, or planning your retirement, the team at CBWM are committed to providing clear advice that cuts through jargon and offers the best solution for your needs and objectives.
How CBWM Can Help
Everyone’s financial circumstances are unique and as such, the CBWM team will tailor their advice to your personal situation, helping to make the most efficient use of your finances now, and in the future.
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 Individuals 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 Reed has been extremely patient and explained everything slowly so I would understand!”
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.
