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Planning for retirement, wealth and later life care?

You’ve read our article in The Telegraph. Now take the next step towards a financial plan designed around your future.

Book your complimentary initial consultation

Your circumstances are unique.
Your financial plan should be too.

Retirement, family wealth and potential care costs can involve difficult decisions. The earlier you start planning, the more options you may have. At CB Financial Advisers, we can help you understand your options and build a plan around what matters most to you.

What CB Financial Advisers can help with

Estate & legacy planning

Wherever you are in your investment journey, we can help you grow your money with purpose.
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Protecting your family

Plan how your wealth can support you and the people who matter to you.
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Long term care

Consider the potential costs of care and how they could affect your wider financial plan.
Learn more

Wealth management

Explore how you could pass on your wealth in line with your wishes.
Learn more
Phone

01903 534587

Email

info@cbfinancialadvice.com

Ready to start planning?

Book your complimentary initial consultation with CB Financial Advisers.

By filling in the above form, you are volunteering to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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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