Casey joined CB Financial Advisers in January 2025 and supports both the advisory team and clients administratively. She has worked in financial services since 2009, specifically for Retirement Advantage and Canada Life specialising in annuities and flexi access drawdown.
Out of the office
Casey lives in Worthing with her husband and daughter. She is a huge Taylor Swift fan and saw her live during the Eras tour in 2024. She enjoys good coffee and weight training at the gym.
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.
