"A fresh approach, working towards your continued success"
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We are specialists of Employee Benefits & Personal Financial Planning.

We work closely with you, developing a plan to meet your goals and objectives, whilst delivering continued support of the highest standard, ensuring we are integral to your present and future success.

Contact us for a free consultation!
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A fresh approach, working towards your continued success.

We provide the design, implementation, ongoing administration and communication of Employee Benefits. Our fresh approach consistently provides time and cost saving solutions to our clients, whilst providing added value to employees.

More about Employee Benefits
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"You’ve got to be careful if you don’t know where you’re going, 'cause you might not get there" - Yogi Berra.

There is a direct relationship between Personal Financial Planning and Life planning. We delve deep into the heart of your goals to create a plan that will bring you financial security, freedom and peace of mind.

More about Personal Financial Planning
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CB Financial are YOUR ultimate solution to Auto Enrolment.

Auto Enrolment is now upon us, to ensure you are compliant and getting the best deal, you need to ACT NOW. Don’t leave it too late!

More about Auto Enrolment
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Employee Benefits

We provide the design, implementation, ongoing administration and communication of Employee Benefits. Our fresh approach consistently...

Click here for more info on Employee Benefits

Personal Financial Planning

There is a direct relationship between Personal Financial Planning & Life planning. We delve deep into the heart of your goals & aspirations...

Click here for more info on Personal Financial Planning

Auto Enrolment

Auto Enrolment is a government initiative to help deal with the future pension crisis. Starting on a tiered basis, from 2012, companies will be...

Click here for more info on Auto Enrolment
  • What people are saying...

    “CB Financial have taken over a lot of the administration of our benefits, which has been great and a real time saver for us. They provide a good, friendly service and are quick to answer queries or clear up questions. The implementation was very easy and Dave, Maria and the team do a great job supporting our needs. Dave will also come into your business to discuss and present the company benefits to the team in a friendly, effective and easily understood manner. CB Financial come well recommended!”

    — Gael Nicholls, IDS Group
  • What people are saying...

    “CB Financial support HLW with all aspects of the administration of our employee benefits package, implementing the agreed schemes efficiently and effectively and updating us on any changes as appropriate. Their team is always willing to answer any questions, from the firm perspective and from individual employees and Dave Sykes is happy to visit our offices for personal consultations with the management team and to conduct inductions with staff into the benefits and pension scheme we operate. They have a friendly and professional approach at all times and I wouldn’t hesitate to recommend them to other firms.”

    — Jason Turner, HLW
  • What people are saying...

    “CB Financial were personally recommended to us and from the first introduction, throughout the auto enrolement implementation and the continuing administration of the pension scheme, we have a received an excellent service. They had great communication throughout the whole process and always acted in an efficient and professional manner, which took the pressure of us, the client. Everyone was so helpful and always answered questions at the right technical level, especially Dave at his excellent presentation to our staff. Bandera is looking forward to a long working relationship with CB Financial and we would definitely recommend them to other companies looking to auto enrol.”

    — Luke Tellis-James, Bandera Ltd
  • What people are saying...

    "CB Financial give me a great deal of support with the administration of our employee benefits whichtakes a lot of workload away from our already stretched HR function. CB Financial provide a first class quality service. Communication with CB Financial is straight forward and they are very responsive to queries. Dave is professional yet relaxed and is able to explain a variety of products in clear terms which can be easily understood and relayed to employees. I would definitely recommend CB Financial to others.”

    — Sue Owen-Smith , M3 Europe
  • What people are saying...

    “We have found CB Financial’s service to be very personal and the benefits briefing sessions are highly informative for all our staff. The service is also extremely cost effective and has saved us a huge amount of time. Their advice and support is a valuable asset to the small human resource teamat Opodo.”

    — Sarah Constable, Opodo
  • What people are saying...

    “CB Financial have made the whole process of auto-enrolment smooth and easy from initial announcement and presentations to staff right through to implementation and on-going management of the scheme. The team have all been friendly, helpful and quick to respond to any questions, and all information and documents produced have been clear and informative. I would happily recommend CB Financial.”

    — Sarah Burford, Copper Consultancy
  • What people are saying...

    “The CB Financial team are extremely helpful and their customer service is excellent! We have a great relationship."

    — Jamie Buddell, LATAM Airlines SA
  • What people are saying...

    “CB Financial have been great in helping us negotiate and implement the tricky auto-enrolment pension scheme. Dave came and gave a clear presentation to all our staff to explain why we needed it and what its benefits were. This set everyone’s mind at ease and then the rest of the CB Financial team got busy to get the scheme up and running for us. The whole thing has been well managed and now our employees can monitor their pensions through the really useful online portal and the WPJ management are happy to advertise it as a great employee perk. We’d definitely recommend CB’s services to other firms considering going down this route.”

    — Will Hawksley, WPJ Heating
  • What people are saying...

    “The service CB Financial provide is professional, precise and dealt with in a timely manner. The staff are very efficient and you are not left waiting for a reply. When we went through the implementation CB Financial took the worry out of my hands and dealt with the whole process. Dave gave a good presentation to our staff, they understood what Auto Enrolment is about and how it effects them, they asked questions which were all answered to their satisfaction. I would very much recommend CB Financial to others as it is a pleasure working with you.”

    — Tim Page, Southern Springs
  • What people are saying...

    “CB provided a service that took away the worry of setting up our group pension scheme. Implementation was made simple and all the staff were friendly and very helpful. They have experience with Group pensions and have a good “we can do” attitude. The presentations given by Dave were down to earth using every day English, and were well received by the staff.”

    — Jackie Arnold, Finance Director
  • What people are saying...

    "We've found CB Financial an enormous help. They have an in-depth knowledge of the pension and benefits industry and seamlessly run our schemes in the background. We would strongly recommend."

    — Will Milling, Market Key
  • What people are saying...

    “During recent years CB Financial have helped Born London (formerly FMG) grow as business through a challenging transitional period. Since the inception of the new investors Born has been involved with many, often challenging, TUPE transfers, along with the implementation of the Government Work Place Pension Scheme, whilst managing all other Employee Benefits, most notably Health Care. TUPE transfers can often come with a number of liabilities attributed to Employee Benefit packages and I can confidently state that CB Financials expertise has resulted in many a smooth transition. CB Financials have always offered, and subsequently delivered first class presentations, ensuring they are diarized around our business needs, thus resulting in extremely satisfied employees, something that is not to be understated. I have never failed to be impressed by CB Financials fast turnaround when needing to contact them, either remotely or otherwise and always with an excellent rapport. The team’s help with our administration requirements are also excellent. Finally, I would like to add that CB Financials knowledge and professionalism have given Born a better understanding of how this field operates, invariably meaning we are able to use this knowledge both internal and externally, which in turn helps to promote both Born and CB Financial, again something that is of great value. If you are seeking a comprehensive Employee Benefits solution, with a personal touch, I suggest you need look no further than CB Financial.”

    — Andy Dean, Born London
  • What people are saying...

    “I can honestly say I have never dealt with a more friendly & helpful company. I deal with Maria & Taniya mostly & am quite taken aback sometimes at how cheery they are even when chasing me for overdue data. I have recommended you to 2 other companies so far & would not consider using anyone else were I to be asked. Many Thanks, you have a fantastic team.”

    — Rebecca Monroe, The Keen Group
  • What people are saying...

    "CB Financial supports Appetite with the implementation of the pensions auto-enrolment and staff benefits scheme. Their people have been extremely supportive and helpful from the start and continue to assist with the management and administration of the schemes. CBF has done a great job ensuring that employees understand what auto-enrolment is all about and how it personally affects them. The team at CBF provides an excellent level of customer service and it is a pleasure working with them."

    — Nadine Scott, Appetite Consultany LTD
  • What people are saying...

    “I had worked with CB Financial for a previous business 3 years ago. I remembered the professionalism and friendliness of the Company and its staff and asked them to come and pitch for pensions and benefits with my current company. The package offered was just as I had expected. The process was made very easy for us, CB Financial staff are always on hand to answer queries and most importantly my staff love the user portal and are using the benefits to their full potential. I would strongly recommend CB Financial to other companies."

    — Tom Ekers, MobileWebAdz LTD
  • What people are saying...

    “We are very pleased with the Auto-Enrolment service we have received from CB Financial. The whole implementation process was very smooth. Dave visited our office to conduct an employee seminar which everyone found very informative and he explained everything in a very clear simple way leaving no questions unanswered. Since then if we have any questions at all Maria has been very helpful and is always super friendly, a real pleasure to work with. I would definitely recommend CB Financial to other companies if they are looking for an efficient and personable provider.”

    — Emma Farrer, Link Connect
  • What people are saying...

    “Dave and the team made the setting up of our Workplace Pension Scheme a smooth process. Fully explained and understood all requirements, Dave’s seminar to staff was excellent as everything was explained clearly they didn’t have many follow up questions!”

    — Nicole Noack, Matinee Multilingual