The CWM Ethos

Our charter is to provide modern wealth management based on traditional values, delivered in an open and transparent way.

With over 150 years of experience CWM’s investment committee provides access to a wealth of experience under one roof. This experience and expertise together with a prudent approach have enabled us to successfully navigate the turmoil of recent years. We do not offer our own investment products, so we can provide impartial advice. As partners in managing your wealth, our independent chartered financial planners will work with you to co-ordinate and manage today’s financial decisions so that you can achieve your goals for tomorrow.

Independent research is the only kind we use. This allows us to provide the highest level of service and technical expertise in the management and preservation of your wealth.