Financial Planning

Independent Financial Advisers

What is Financial Planning?

Financial Planning aims to give our clients objective assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.

This can lead to the recommendation of specific contracts or policies, such as life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focusing on strategy and goals.

Click on the following for links to the services we can help you with.

Mortgages

Retirement Planning

Savings & Investments

Life Protection

General Insurance

Corporate Services

Tel: 01524 400081 Fax: 01524 400071 Email: cbfinancialmanagement.co.uk

CB Financial Management LLP is authorised and regulated by The Financial Services Authority. CB Financial Management LLP is entered on the FSA Register (www.fsa.gov.uk/register) under reference number 496770. Registered No: OC336994. Registered Address: 45-47 Tudor Road, Harrow, Middx HA3 5PQ. CB Financial Management LLP is registered as a company in England & Wales.