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Category: Team Member

Tom Reed

Head of Gatwick Financial Services APFS (DM. Securities) Tom has over 18 years’ industry experience, with 6 years working as a technical pension specialist and 12 years in financial advice. He joined CB Financial Advisers in 2017 from a firm who dealt with globally mobile professionals.  Tom has the full breadth of pension experience having […]

Roy Thompson

Head of Financial Services DipPFS Roy is Head of CB Financial Advisers, and joined in 2011 working as a financial adviser, having previously worked for HSBC and National Australia Bank. Roy has over 25 years of experience working in the Financial Services sector dealing with both corporate and private clients.  The nature of his work […]

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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