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 […]
Ben Keeley
Financial Planning Manager BSc (Hons), DipPFS, CertPFS (DM) Ben joined CB Financial Advisers in May 2021 in his first role in the financial services industry. Ben has worked in our Sales Support and Paraplanning teams whilst training to become a Financial Adviser. In January 2024 Ben started working as an Associate Financial Adviser before being […]
Johnny Mullett
Senior Financial Planning Manager APFS Johnny joined CB Financial Advisers in January 2022. He has 10 years’ experience working in the financial services sector and currently holds an Advanced Diploma in financial advice, in addition to being awarded a Certificate in Discretionary Investment Management. Out of the office Johnny likes to keep his mind and […]
Megan Addle
Junior Paraplanner Megan joined CB Financial Advisers in 2018. Having started in the sales support team, she soon began taking exams in order to further her knowledge and career within the company. Megan spent some time as the Sales Support team lead ensuring that the team provided first-class administrative support to our clients, paraplanners and […]
Casey Howse
Administrator 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 […]
Sarah Reed
Administrator Sarah joined CB Financial Advisers in July 2025 with over 20 years of experience in administration. Out of the office Sarah lives in Worthing with her husband and two sons. At weekends she loves getting out into the countryside with her dog, especially if there is a lovely pub at the end!
Shelley Bartup
Operations Manager DipPFS Shelley joined the firm in 2017 and supports both the team and clients administratively. She successfully completed her Diploma in Regulated Financial Planning in March 2021 and now leads the non-advisory team. She enjoys encouraging team members to achieve their goals and finding joy in the little things. Out of the office […]
Emma Fitzgerald
Senior Manager, Financial Services – Compliance & Operations DipFA Emma is highly experienced, with over 30 years of experience in Operational Management and provides support and guidance to the team. She joined the firm in 2016. She has Level 4 Diploma in Professional Financial Services with The London Institute of Banking and Finance and has […]
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 […]
