Ross Baumann - CB Financial Advisers

Home < About us < Meet the team < Ross Baumann

Senior Financial Planning Manager

DipFA PETR

Ross has over 14 years’ experience working in the financial sector during which he obtained his diploma in financial advice and advanced award in pension transfers.

He joined CB Financial Advisers in December 2016. He provides the full suite of financial planning services to create holistic financial plans for both individual and corporate clients across a range of areas including pensions and retirement, investments, protection, legacy and tax planning.

Out of the office

Ross enjoys spending time playing cricket and golf to try and offset the various trips to fine dining restaurants. On the weekends you’ll often find him at the home of football watching Sussex’s premier football team, Worthing FC.  

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.

Client privacy notice | Cookie policy | Terms & conditions | Complaints procedure