About us

At CB Financial Management LLP we pride ourselves on being Independent, although we have access to all the financial products across the market place we are tied to none of them.

Our office is 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 Indepedent Financial Advice. If you feel you could benefit from a free initial no obligation consultation please do not hesitate to contact us.

Our firm

CB 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.

How we are paid

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.

We can be paid in different ways for the services we offer.

Option 1

We can be paid by fee, we will simply charge you by the hour for the work we do, our typical charge is £150.00 per hour.  If there is any product based commission available to us this will be refunded to you by way of a reinbursement back into your chosen plan(s).

Option 2

We can be paid by product based commission if this option is available to us, please note that any commission payable is taken out of the chosen product by way of increased charges.

Option 3

We can be paid by a combination of both fees and commission.

Upon contacting us we will provide you with a list of the options available at the time.

PRIVACY STATEMENT

INFORMATION HELD ABOUT YOU

In 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:

1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance of the Data Protection Act 1998, and any subsequent amendments thereto.

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

42 Claremont Road
Morecambe
Lancashire
LA4 4HL

T: 01524 400081

F: 01524 400071