Cb Financial

Independent Financial Adviser  26 High Street, Woking, Surrey, GU21 6BW
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FCA authorised
Last authorised 16th November 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Life insurance
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EEA
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Dave Sykes DipPFS
Director
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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

26 High Street, Woking, Surrey, GU21 6BW

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