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Sally Whitehead

Associate Adviser

BSc, DipPFS

Sally joined CB Financial Advisers as a Paraplanner in 2018 after 16 years working for HMRC.

She completed her Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII) in November 2019 and has undertaken further specialist exams in the Later Life Care arena.

Sally works closely with the Advisers to research and identify planning solutions for individuals, families and companies in all aspects of financial advice. Sally’s specialisms include later life planning, inheritance tax planning, pensions and investments.

Sally started working as an Associate Financial Adviser from April 2025.

Out of the office

Sally enjoys reading, walking the dog and line dancing!

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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