Our most comprehensive advisory service requires an in-depth understanding of your financial concerns as well as your goals, and what YOU aspire to achieve in both the short and long term. When you think about it, money is really only a means to an end.
A journey of exploration
Is it to enable you to travel the world?
Buy a holiday cottage by the sea?
Start reducing your hours or retire early?
Create a legacy and gift money to children?
Plan for those worst case scenarios?
We will ask you questions you might not have been asked before or might not know the answer to immediately. But, once we understand your goals, we will be in a position to identify what needs to happen to make them a reality.
Read more about our CW Review process here.
Because your plan will be all encompassing, we will be happy to work closely with your other professional advisers or you may require an introduction to one or more of our network of leading accountants, solicitors and tax advisers.