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Everyone deserves great financial advice

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An integrated approach to financial advice

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Who we are

We provide a comprehensive wealth management solution to clients across the South Coast. Our knowledgeable advisers will take the time to understand where you are now, so we can build a personal financial plan that fits with where you want to be.  

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How we work

We work closely with the award-winning team at Carpenter Box to offer you an integrated financial and tax advice service. This allows us to combine the strength of a leading accountancy firm with the personal touch of specialist financial planners. 

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Services

Our team of trusted experts is here to help individuals and businesses invest with purpose, protect what matters and plan confidently for the years ahead. Wherever you are in your financial journey, we have a range of solutions to meet your needs. 

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Building your wealth

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Long term care

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Protecting your family

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Intergenerational planning

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Giving your child the best education

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Business services

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Leaving behind a lasting legacy

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Our achievements

CBFA has successfully been granted membership of the Buy with Confidence scheme run by Trading Standards, so you can have peace of mind that we are a company you can trust. 

We were honoured to be recognised by Just Group for the service we provide to vulnerable people. This accolade reflects the hard work we have put into developing a comprehensive vulnerable customer policy.  

0 %

of our clients are “very satisfied” with our service

0 %

said they rated our advice as “good” or “excellent”

0 %

of our clients would be happy to recommend our services to a family, friend or colleague

0 %

stated that they had made good progress towards their financial goals

*Stats from Client Survey – January 2025 

What our clients say

Abi
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"I have received fantastic help and advice from Gill Lynes at CBFA in regards to pensions and future planning. The service I receive is both professional and personable... I would definitely use CBFA again in the future and have already recommended them to a friend."
Sue F
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"Gill was so helpful to me in understanding the options of how to pay for care for my dad. Initially it felt very overwhelming. I would definitely recommend her services to others who are going through this process."
Alan
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"I sold my business over 2 years ago and have used CBFA for all of my investment advice... Throughout the whole process I have found CBFA, and especially Roy Thompson, to be very professional and approachable. I recommend their services."
Clinton R
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"I was a bit wary of paying for financial advice, but Ross proved his worth from the very start of our conversation. His advice and support gave me confidence to take the decision to make a significant change with my finances, which has helped set me up for the future."
Geoff & Alison G
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"Ross continues to provide an excellent service - he is knowledgeable, responsive and helpful. CBFA provide a high level of service and have good back up resources… whilst still providing a personal approach."
Helen F
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"I received very helpful and comprehensive advice on personal and company pensions. The process was very smoothly and efficiently undertaken and Simon has been a pleasure to deal with."
Liam K
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"Johnny has been fantastic to work with. He’s approachable, explains things clearly, and takes the time to answer any questions I have. Whenever I’ve dealt with him, it never feels rushed—he makes sure I fully understand everything and feel confident moving forward."
Lee T
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"Very clear and understandable advice from Ben, pensions have always mystified me to some extent but Ben's explanation's and advice certainly made many things clearer."
Glenn
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"Tom Reed at CBFA 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 much needed peace of mind. Tom has also assisted with my personal and company pension contributions and tax planning... I would highly recommend the team at CBFA."
Joanna D
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"Tom Reed lends clarity in his explanation of investment opportunities and accounts very consciously for your personal situation, which is critical when you are trying to think future-back regarding your portfolio. It is important for myself as a client to feel that you trust your adviser and that there is not a 'hard' sell - so thank you Tom for that 'conscious' approach."
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What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.

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CB Financial Advisers LLP is authorised and regulated by the Financial Conduct Authority. FCA Number 489484. A Limited Liability Partnership registered in England & Wales. Registration Number: OC338257. Registered Address: Crescent House, Crescent Road, Worthing, BN11 1RN.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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