Company Information

Get to know CBW Financial Planning Limited

CBW Financial Planning Limited is the financial planning division of Carter Backer Winter LLP (CBW), a UK-based firm of chartered accountants and business advisers. As independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA), their mission is to create long-term, bespoke financial plans to protect clients, their families, and their businesses, while growing and preserving their wealth. Their core services cover a wide spectrum, including retirement and pension planning, investment strategies, inheritance tax planning, and personal/business protection.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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CBW Financial Planning Limited

United Kingdom

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.