Cb Financial

Independent Financial Adviser 26 High Street, Woking, Surrey, GU21 6BW
FCA verified
13th August 2018
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • EEA
    • Wealth management
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Life insurance
Meet our advisers
Dave Sykes DipPFS
Where to find us
About us

Employee Benefits

We provide the design, implementation, ongoing administration and communication of Employee Benefits. Our fresh approach consistently provides time and cost saving solutions to our clients, whilst providing added value to employees.

Personal Financial Planning

There is a direct relationship between Personal Financial Planning and Life Planning. We delve deep into the heart of your goals and aspirations, working with you to create a plan that will bring you financial security, freedom and peace of mind.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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