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United Kingdom
1996 (30 Years)
Last online: No recent activity
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This company is currently Unproved.
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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.
Get to know CBW Financial Planning Limited
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.
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