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
152
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
What our clients say
a
Abi
I have received fantastic help and advice from Gill Lynes at Carpenter Box in regards to pensions and future planning. The service I receive from Carpenter Box is both professional and personable....
g
Glenn
Tom Reed at Carpenter Box Financial Advisers provided a superb service from start to finish - we now have life/sickness policies in place that will look after our whole family for life which provides...
a
Alan
I sold my business over 2 years ago and have used Carpenter Box Financial Services for all of my investment advice . This included assisting with the sale of the business and business properties,...
m
Martin
What a find - after much research and meeting other service providers I found Carpenter Box and Roy Thompson. Refreshingly honest advice providing a factual, accurate evaluation of my position and...
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