Values and Beliefs

  • ‘Trust in Excellence’ means that our clients can be assured that excellence permeates  every aspect of our business – from the advice and customer service they receive right through to the quality of our team and business practices.
  • We believe we have a responsibility to demonstrate the positive difference excellent financial advice can have to our clients, the financial services sector and society as a whole.
  • We have a long-term commitment to nurturing individual employee development within the context of collaboration and outstanding team work.
  • Respect and accountability is fundamental to our approach.
  • Directors of CWM lead by example and strive to demonstrate integrity and professionalism in everything they do.
  • We have a ‘can do’ attitude.
  • It is important to us as a business that we support those less fortunate than ourselves.  To this end, we are delighted to support ‘Variety, the Children’s Charity.