Cb Financial

Independent Financial Adviser 26 High Street, Woking, Surrey, GU21 6BW
FCA verified
15th July 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Life insurance
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Dave Sykes DipPFS
Where to find us

26 High Street, Woking, Surrey, GU21 6BW

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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