Chris Clayton
Managing Director at Cbw Financial Planning Limited
Based in London, United Kingdom
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Seniority
C-Team
Department
General Business & Management
Location
London
Industry
Financial Services
Company size
11
Contact information
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c•••••••@cbwfinancialplanning.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Chris Clayton
I have been in the industry for more than three decades giving me a wealth of experience in advising on financial planning for high net worth individuals, Trusts and SME’s. I believe that the key to achieving financial goals is to have a sound financial plan in place which Is realistic, empathetic and reviewed throughout life. I have previously built up a successful IFA business specialising in holistic planning, wealth management and intergenerational planning before merging with CBW in October 2016 to become manging Director of the CBW Financial Planning team and a partner in the wider CBW organisation. I am a fully qualified Chartered Financial planner and Society of Trust and Estate Practitioners (STEP) affiliate.
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