Our Service Charter is our commitment to our clients, outlining the standards they can expect from us. We take our commitment extremely seriously, and continuously search out ways to improve.

What you can expect as our client

Helping you feel confident

We understand that receiving financial advice and planning for the future, including protecting your loved ones, can be intimidating. At CWM, we take pride in being approachable, friendly, and capable of explaining complex topics in a way that is easy to understand. Our goal is to ensure you leave our interactions feeling informed, positive, and confident about tackling whatever comes next.

A bespoke service, always

We recognise that each client is unique, and we make it a priority to understand your personal or business objectives. By investing time in getting to know you and understanding your aspirations, goals, and dreams, we can deliver tailored solutions that are right for you.

Leveraging our expertise to meet your goals

We promise to leverage our knowledge and experience to provide you with relevant, high-quality advice. We keep you well-informed and updated about your options throughout our relationship, with regular reviews of your financial affairs to help you stay on track.

Long-term commitment

We don't offer off-the-shelf solutions. Instead, we provide a comprehensive range of financial planning services to meet all your needs. Our goal is to build a long-term relationship with you that evolves with your requirements and supports you through life's ups and downs.

Listening to you

We strive for excellence, which requires us to actively seek feedback and listen to your input. Your comments and suggestions help us improve our services and make sure you always come away confident in the direction you’re going.

Developing ourselves to better support you

At CWM, we’re completely committed to progress and knowledge. Our team is constantly engaged in further exams, certifications, and personal development to enhance our technical skills and expertise – so you can be confident you’re getting the most relevant advice.