CWB is a specialist provider of financial advice, tax planning, employee benefits and business consultancy services. Our clients include large and small businesses, entrepreneurs, owner-managers, senior executives and individuals. Our approach extends beyond traditional financial advice.
Our team of experienced planners and consultants will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.We focus on building long-term client relationships with a strong emphasis on service, actively using client feedback to evolve our business and service proposition with quality financial advice.
Our team of experienced planners and consultants will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.We focus on building long-term client relationships with a strong emphasis on service, actively using client feedback to evolve our business and service proposition with quality financial advice.
Services
CWB is part of the Radiant Financial Group - a new and fresh consolidator of financial services businesses, bringing together like-minded firms to provide a market-leading range of services to their clients. Founded in 2000 by Graham Clarkson, CWB is a specialist provider of financial advice, tax planning, employee benefits and business consultancy services.
At CWB we advise a wide range of clients and as a result, we offer an array of services and solutions to meet their objectives. Our wealth of experience and independent status means we can provide truly impartial advice across all areas of financial planning. We also recognise that dependent upon your personal circumstances, your age, or where you are in your career, you will need access to a different range of services.
Our clients' investments sit at the very heart of our holistic financial planning service. No two clients' needs and circumstances are the same. As part of our investment management services our highly qualified financial planners work with our clients to design and provide access to a portfolio of investments.
We are independent mortgage specialists - here to help you find the right deal for financing your property. Whether you're a first-time buyer, moving home, looking to borrow more on your existing mortgage, or a buy to let landlord, we've got the right solutions for you. You can count on us for specialist advice and support, with our dedicated team providing the best service possible.
Financial planning is not only about fulfilling our needs and aspirations, it is also about protecting those dearest to us, and those financially dependent upon us. Our range of advice for family financial planning ensures that our clients have access to the full range of products and insurances from the whole market.
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