An established, independent financial advisory business providing a personal, high quality service for individuals, trusts and businesses.

About us & the people we work with

At CWF we work with clients who value dealing with skilled, qualified and experienced professionals with a track record in the industries in which they advise.

We work closely with our clients to develop and execute sound long-term financial plans. Being fully independent allows us to utilise our abilities and knowledge for the benefit of the only people we work for – our clients.

We appreciate taking professional advice comes with an element of trust, something this business has taken huge pride in building with our clients since it began in 2010.

Savings and Investments

We can help with ISAs, investment bonds, EIS/VCTs, Capital Gains Tax advice, and school fees planning.

 

Mortgages

Whether you’re a first-time buyer, remortgaging, or looking to build a buy to let portfolio, we can help.

 

Retirement planning

Expert advice on stakeholder pensions, personal pensions, annuities, SIPPs, and pension transfers.

 

Business Financial Planning

We provide advice to meet the constantly evolving needs of businesses and their directors, including group pensions, and shareholder and business protection.

 

Financial Protection

We can advise on protection from the financial effects of serious illness or untimely death, giving you valuable peace of mind.