Office: 01625 509 174

Financial Planning

Financial Planning


At CWP, we can advise you on a wide range of areas, encompassing life insurance, investments and pensions, and will give advice appropriate to your needs in these areas.CWP aims to provide financial advisory services to clients from all backgrounds and walks of life. It aims to provide a ‘holistic’ advisory model, where we offer to review all aspects of a client’s financial planning, and where we have experience across the product range: life insurance, savings, investments, pension planning, income options at retirement and more.CWP are fully independent, and provide unbiased advice based on products from the whole of the market in many areas. We can meet you in your home, at your place of work or at the CWP office in Macclesfield as you wish. CWP can provide financial support to you throughout your life, as your financial needs and priorities change.
The stages of the advice process you can expect are:

    • Initial consultation – we explain the services on offer and how much these might cost, and you can decide whether the CWP offering is suitable for you

 

    • Fact-finding – we gather information on your financial circumstances, your goals and aspirations and the risk you are prepared to take with any investment

 

    • Research – we examine the entire marketplace with a view to identifying the best providers and products to meet the goals and aspirations identified earlier

 

    • Presentation – we inform you of what we believe are the best providers and products to meet your goals and aspirations, and why these are the best options. You will be provided with comprehensive product information from the relevant providers before you are asked to make any purchasing decisions.

 

    • Application & review service – shortly after the acceptance of any recommendation we make, you will be assisted to complete any relevant application forms. You can expect to receive a comprehensive Suitability Report, which will summarise our understanding of your financial situation and explain what has been recommended and why.

 

  • Ongoing service – CWP offers several different levels of ongoing service. Depending on the service level you choose, our ongoing service may involve: ongoing access to us for technical support, regular updates on your investment, regular review meetings and a comprehensive Financial Health Check.

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