If managing your wealth is a journey, you’ve just found the perfect travelling companion.

CBF Wealth Management

Our wealth management offering is a joint venture between HW Fisher and Close Brothers Asset Management.

Whether you want to make your money work harder, secure a comfortable retirement or pass assets to the next generation in the most tax-efficient way, we’ll help you identify and achieve your life goals.

People often come to us for advice when their financial situation is changing, perhaps due to a substantial inheritance, contemplating retirement or stepping back from running a family business. We offer financial planning to suit all these needs and more.

We don’t take a one-size fits all approach. Instead, we offer bespoke advice tailored according to what’s right for you. We work with a full spectrum of individuals and businesses, not only the high net-worth, but anyone interested in protecting their financial future.

We can help you with efficient inheritance tax planning, tax-efficient investing and protection against unexpected events, with services including life insurance and protection policies. Any tax benefits will depend on your own circumstances and tax rules are subject to change. Investment values will go up and down and you may get back less than you originally invest.


CBF Wealth Management can support you by:

Personal financial planning

We advise clients on retirement planning, investments and pensions. We focus on helping you achieve your life goals. Part of that is having a safety net with provision in place to ensure you can meet them.

Building a financial strategy provides security and peace of mind for you and your family. This includes planning for retirement, tax-efficient investing (including for children), estate planning and protection for your family or your business.

Investment management

Our comprehensive financial planning and investment service is based around Close Brothers’ award-winning investment capability*. Close Brothers has specialised in managing client portfolios for over 40 years. The financial planning and investment teams are supported by more than 550 staff, working from 10 offices across the UK.

Investors can access our expertise through discretionary managed portfolios and a broad range of funds, which is why we have created a variety of investment solutions. Our process relies on a collegiate approach. More than 55 investment professionals work together to ensure all strategies reflect the best opportunities across asset classes and global regions. Remember that the value of investments may go down as well as up and you could get back less than invested.

Business planning

We can help with protection for companies planning for directors and key members of staff leaving, advising directors of small and medium enterprises (SMEs) and micro employers.

We understand that every step of the business life-cycle presents a different set of financial challenges. We’ll work with you to build a flexible, cohesive plan which includes your business and personal objectives.

Employee benefits

If you are a business owner, we can advise you on your company pension scheme, group protection and death in service cover, auto-enrolment, private medical insurance and flexible benefits. We can help you put together a competitive offering to attract and retain staff. We are able to provide educational seminars that cover key life stages and specific financial planning topics for your senior management and staff.

Mortgages

We offer a mortgage broking service that can help you arrange the funding you need and put you in the best possible position to get the home you really want.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.


Summary

Our service suits a wide range of requirements and we tailor our approach and advice to your needs.

We’re pleased to offer an initial no-obligation consultation for any of our services.

Start a conversation with us today and we’ll help shape your financial future.

*Winner – PAM Awards 2017 for Client Service Quality – HNW; and Investment Performance – Cautious – HNW (investable assets above £1 million). Past performance is not a reliable indicator of future returns.

CBF Wealth Management Limited (Registered number: 10229399) is registered in England and Wales and is an Appointed Representative of Close Asset Management Limited, trading as Close Brothers Asset Management. Close Brothers Asset Management is a trading name of Close Asset Management Limited (Registered number: 01644127) and Close Asset Management (UK) Limited (Registered number: 02998803), both of which are registered in England and Wales and are authorised and regulated by the Financial Conduct Authority. All companies hold their registered office at 10 Crown Place, London EC2A 4FT. CBF Wealth Management Limited is a related business of HW Fisher & Company.

Key contacts

Russell Brooks HW Fisher

Russell Brooks
Chartered Financial Planner

020 3967 8631
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Richard Brand HW Fisher

Richard Brand
Chartered Financial Planner

020 3967 8633
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Jack Drinkwater HW Fisher

Jack Drinkwater
Chartered Financial Planner

020 3967 8630
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Contact us

We’d love to hear from you. To book an appointment or to find out more about our services: