Financial Planning

When can you live the life you want to live, without the fear of ever running out of money?  CB Financial provide Lifestyle Financial Planning.  We'll help you create your perfect future, and put a plan in place to help make your dreams a reality.


Life Stages

We all enter different life stages in the course of our lives. When providing Financial Advice, we discuss the life stages and...


There are many different type of investments. With so many products available, most people don't know where to begin. We provide clear...

Protection Planning

How should you balance the money you invest versus the money you put towards protecting you and your family. We will work closely...

Personal Pension

Personal Pensions are a complex field. Whether you are looking to start a pension, combine your current pensions or just looking for a...

Will Writing

Around 70% of the UK die without having made a will - With all the modern advances in technology, you would expect this figure...

Lasting Powers of Attorney

Lasting Powers of Attorney are every bit as important as making a Will, because it provides security within your lifetime. When CB Financial...