Helping you achieve your financial goals
With offices in Worthing, Brighton and Gatwick, CBFA provides expert advice to clients across the South Coast. Whether you’re a young family seeking protection against the unexpected, building a savings portfolio for a specific purpose, or planning your retirement or business exit, we can support you.
Offering practical advice
Our team of experts is highly equipped to support both businesses and individuals. Our depth and breadth of knowledge enables us to advise across all aspects of your finances, giving you security and peace of mind every time. Plus, as fully independent financial planners, we’re not tied to any provider or product, so we’re free to recommend solutions that are right for you.
You can trust us
We are advisers you can rely on. Clients stay with us because they trust our advice, appreciate our attention to detail and value our ongoing support through life’s major milestones. With CBFA, you can expect clarity, consistency and a long-term relationship that evolves as your needs do.
A pragmatic approach
We work with our clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now and in the future.
