t:01524 400081 e:firstname.lastname@example.org
Our offices are based on Claremont Road in Morecambe, we have facilities for meetings in our office or alternatively if you would prefer us to come to you this can be arranged. We also run an agency for the Yorkshire Building Society which is also based at our Claremont Road office. This allows us to offer the facilities and service of a very well known building society as well as Independent Financial Advice. If you feel you could benefit from a free initial no obligation consultation please do not hesitate to contact us.
Our firmCB Financial Management LLP was established in April 2009, we were previously CB Financial Services who have been trading successfully for many years. We serve right across the North West, North East and Scotland. We also have clients through out the UK in places such as Manchester, Birmingham and London.
Our business is based on offering excellent service and impartial advice, we aim to build long-term relationships with our clients.
On receiving your enquiry we invite you to come to our offices or if more convenient we can come out to your home or place of work for a preliminary meeting. The purpose of this is firstly to establish whether we are able to assist with your needs and help you meet your objectives, and secondly to discuss how we would be paid for our counsel and services once you have instructed us to proceed.
How we can be paidWe can be paid in different ways for the services we offer.
Option 1We can be paid by fee. We will simply charge you by the hour for the work we do, or we can provide you with a fixed fee option, our typical charge is £100.00 per hour. Since 31st December 2012 for any advice relating to Investments we can only be paid by fee, which we will agree with you in advance of any work being carried out and give you a full written estimate. The fee or fees can be paid by you directly or in some circumstances can be paid out of the investment, please contact us for more details.
Option 2We can be paid by commission for non-investment business such as Life Assurance or Income Protection.
Option 3We can be paid by a combination of both fees and commission, this is typical for arranging a mortgage.
Upon contacting us we will provide you with a list of the options available at the time.
Information held about youIn order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.
By providing us with your personal data:
2. You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of products or services in writing or by telephone.Your information may also be accessed by the webmaster for the sole purpose of web site maintenance and administration and possibly by the Financial Services Authority for investigative work.
3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.
4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:
CB Financial Management LLP
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Tel: 01524 400081 Fax: 01524 400071 Email: email@example.com
CB Financial Management LLP is authorised and regulated by The Financial Conduct Authority. CB Financial Management LLP is entered on the FCA Register (www.fsa.gov.uk/register/home.do) under reference number 496770.
Registered No: OC336994. Registered Address: