What our clients say

We value feedback from our clients and grow our business through recommendations and professional introductions.
Here is what some of our clients have said about us.

It is indeed a pleasure to be able to work with such a professional and progressive business as CWB. The dedication, commitment and passion for their clients’ financial wellbeing is evident throughout all of our business dealings. I have no doubt that their success as a client centric organisation will continue unabated

Paul Hogarth
Senior Partner
Paradigm Group

CWB is a confident and professional outfit, which is exactly what you need when it’s your money they’re looking after. Graham provides with us a lot of advice on an ongoing basis. We view him as a part of our company and integral to planning for our future growth. We would highly recommend him both to individuals and business owners

Chris Beach
Central Regalia Limited

Working with CWB I have the feeling that they are always working for my benefit. I’ve been dealing with them for several years now and I’m more than happy with the company and the people. They are professional, approachable and customer care is second to none”

Hazel Cundick
Personal investor and retiree

“Before I met with Graham, because my investments were tired and not matched to my needs, the thought of retiring early was something I never thought possible. I believe that life is for living. After working with CWB I know that everything’s in order I can do exactly that -retire early and spend more time doing the things I enjoy.”

Jim Bluck
Commercial Director and Entrepreneur

“Based on my experience working with CWB, they have always provided the best advice and I have genuinely benefited as a result. One of the biggest benefits is that it’s not just the adviser looking after me. The team deal with my queries and I always get a personalised service, individually tailored to my needs. I find them easy to deal with, proactive and flexible. They’re also happy to work around my schedule – which often means meetings in the early morning at home or in the office”

Mark Watts
Naseby, Northampton

“Working with a financial planner is akin to seeing a doctor. They need to be an expert and you need to trust in their advice. It must always be clear, honest and transparent. CWB provide exactly that: clear, honest advice customised to my needs and those of my family.”
Nick Dean
Ex company Director and Business Consultant

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