Whatever our circumstances, most of us share certain goals, such as making our money work harder, securing a comfortable retirement and minimising the tax burden when passing assets to the next generation. CBF Wealth Management works with our clients to achieve all these aims and more. Our services include:
- Investment planning
- Retirement and pension planning
- Inheritance tax and succession planning
- Mortgage advice
- Financial protection
- Employee benefits
- Business protection
We provide a clear financial plan for our clients and work closely with them, reviewing progress and overcoming any barriers to allow them to meet their goals by utilising available tax efficiencies and reducing investment and financial risks wherever possible.
The value of investments will go up and down and you could get back less than invested. Tax benefits depend on individual circumstances and tax rules are subject to change.
CBF Wealth Management Limited (Company No. 07363533, FCA register no. 543025). CBF Wealth Management Limited is part of Close Brothers Group plc. CBF Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Registered office: 10 Crown Place, London EC2A 4FT.
CBF Wealth Management Limited is a related business of HW Fisher & Company.