CB Financial Advisers LLP
Initial consultation free
Independent
Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs.
We can advise you on
Clients
helped
helped
155
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Ross Baumann
Senior Financial Planning Manager
Mrs Gill Lynes
Director of Later Life Advice
Legal information
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