Megan Addle - CB Financial Advisers

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Junior Paraplanner

Megan joined CB Financial Advisers in 2018. Having started in the sales support team, she soon began taking exams in order to further her knowledge and career within the company. Megan spent some time as the Sales Support team lead ensuring that the team provided first-class administrative support to our clients, paraplanners and advisers.

In August 2024, Megan made the move to the Paraplanner team and is now working towards her Level 4 diploma as she assists Advisers in writing the relevant advice for our clients.

Out of the office

Megan enjoys spending time with her family and Lhasa Apso at home, or on outings around the local area. She can often be found playing old school video games, with her head in a book or watching the latest Netflix documentary.

Don’t make the mistake of asking about Taylor Swift or else she may talk your ear off about her favourite songs!

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.

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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