Portfolio project
Carter Backer Winter – copywriting and content design
Sample of website copy: (please see https://cbwfinancialplanning.co.uk/ for full copy and how the content was designed):
Financial planning you can build your life around
Over 25 years providing financial security and freedom for our clients
Who we are
We are CBW: accountants, tax and business advisers. For more than 25 years, we’ve been helping people to build financial certainty into their life plans.
As a specialist Financial Planning team within CBW, we form part of an award-winning multi-disciplinary City firm, with a wealth of knowledge and expertise at our fingertips. But it is our boutique nature and the high levels of personalised care and service we provide, that really distinguishes us.
We’re Chartered
We’re proud to have been accredited with the prestigious “gold standard” Chartered Financial Planners status. Find out what benefits and assurances that provides our clients.
What our clients say
At CBW, we build long term client relationships, this is the key to our success. We see every new client relationship as an opportunity to understand more about how we can help. Having detailed knowledge of each client means we can help them achieve their long term goals and dreams. Read our client stories to learn more about how we help our clients, we’ve shared some of our client survey results as well.
Award-winning multi-disciplinary practice
From the exceptionally high proportion of Chartered planners on our friendly team, to our place within an award-winning multi-disciplinary practice, there’s plenty that sets CBW Financial Planning apart.
Our 25-year heritage
We’ve learned from every one of our clients during that time. Our experience means we’re all the more prepared when it comes to helping you plan for your future.
Our Chartered status
Chartered status is only granted to those firms that meet rigorous ethical and competency standards. As a Chartered firm, we’re committed to hiring highly qualified team members, providing clients with the best advice and service we can.
We’re independent
The advice we deliver is entirely independent, considers a wide variety of potential products and providers, and ensures clarity around investments. It is also costed transparently, both in terms of our fees and the costs involved with selected products.
Our boutique approach
Every member of our team shares our ethos, keeping outstanding service and client care at the heart of everything we do. It’s not all about numbers to us.
The backing of a large multi-disciplinary firm
We work within a full service, open-plan practice, with access to expertise in a wide range of disciplines. As part of CBW – a top 60 City accountancy firm with a distinguished 65-year history – we benefit from having a wealth of highly experienced tax, accounting and business advisory specialists, in-house, and readily available to share their expertise for your benefit.
We’re here for the long term
Unlike many other financial planning practices, we are not building up our business to sell on. We see ourselves as holding the baton for the next generation. That means you can feel secure, knowing your family will be safely looked after for generations to come.
What you can expect from us
We understand you’re likely to have questions about how this all works, which is why we always give prospective clients the opportunity to meet with us first and understand more about how we will support and work with you. We’ve also put together the following information on what we’ll ask from you, and what you’ll receive from us at each stage of our journey together.
Stage 1
Getting to know you
It’s time to get to know you and gain an understanding of your current situation, future aspirations, needs and emotions. Sure, we will assess your financial knowledge, attitude to risk and capacity for loss but we also need to know how you feel about your financial self, what you enjoy, what keeps you awake at night and importantly, what you want to do with your money and the life you want to lead. We do not charge for this meeting (which can be in person or virtual, to suit you) and we will clearly lay out any future costs and charges for the next stages, should you decide to move forward.
Stage 2
Getting to know you more
In this meeting, we will pull together a full picture of your existing assets and liabilities, including pensions, savings, investments and protection schemes. We will analyse all the information to assess suitability and see how everything fits with your current situation and future aspirations.
Stage 3
The plan
By now we should know everything we can about you and it’s time to build your financial plan. With cashflow modelling at its core this will be a logical, sensible and scientific route to help you understand what you need to do to protect your financial freedom. Most importantly, this will be bespoke to you and not generated from pressing a few buttons on a computer.
Stage 4
Discussion
Having sent our initial report to you, it’s time to meet again and run it through to make sure that you understand it and we have understood you correctly. We can tweak and change, as appropriate, to ensure that we have everything just right. There will be plenty of opportunities for you to ask questions to make sure that you fully understand everything.
Stage 5
Implementing the plan
Once we have agreed that our suggestions meet your expectations and requirements, we will start to implement things for you. We will help you complete the necessary paperwork and arrange everything on your behalf.
Stage 6
Monitor and review
Nothing stands still in this life and over time many things can change such as the economic environment and legislation. You will also have life events which will make you re-evaluate what is important to you. We will therefore regularly review the strategy we have set out for you, developing it as life changes. At our regular meetings, we review your current situation, update you on the progress of your plan and recommend any changes necessary to help you stay on track to achieve your aspirations. We recommend this is completed annually (this works for most clients) but we can be as flexible as you want.