CBF Wealth Management is a joint venture between HW Fisher and Close Brothers Asset Management. This relationship provides HW Fisher clients access to Close Brothers Asset Management’s financial planning and investment management services.
Their experts aim to help you identify, review and attain your life goals. These typically include making your money work harder, securing a comfortable retirement, or passing assets to the next generation in the most tax-efficient way possible.
They understand that every step of the business life-cycle presents a different set of financial challenges and they can work with you to build a flexible, cohesive plan, which includes your business and personal objectives.
CBF Wealth Management can support you by:
- Building a financial strategy that provides security and peace of mind for you and your family, including planning for retirement, tax-efficient investing, estate planning and protection for your family or your business.
- Providing educational seminars that cover key life stages and specific financial planning topics for your senior management and staff.
- Offering access to a fully-advised, telephone-based mortgage broking service to help you arrange funding for the home you want.
Remember that the value of investments may go down as well as up and you could get back less than invested. Tax benefits depend on individual circumstances and tax rules are subject to change. Please be aware your home is at risk if you do not keep up repayments on a mortgage or loan secured on it.
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.