Company Profile

Colin Brim (Managing Director) established the business in 1980. Throughout this time the business has enjoyed progressive expansion as independent financial advisers, and are now well established and respected within the industry. CB Financial is particularly catered towards UK and multi national companies. All staff within CB Financial are fully trained and qualified in their own areas of expertise to offer peace of mind to all our clients. CB Financial can help both new and established companies with the setting up or restructuring and improvement of benefit packages for all employees. We will assess the advantages of establishing specific covers for individual key employees and also group covers for the company as a whole. CB Financial is able to cater for all types of business ranging from manufacturing to e-commerce and from partnerships to plc companies. We offer a specialist service to all types of company so you do not have to employ expensive outsourced advisers.

What’s Special about CB Financial?

The way we link personal, professional and business development and the emphasis we place on helping clients achieve their desired benefits requirement. Our range of skills and experience; We can truly claim to be a multi-disciplinary practice. Strong determination and professionalism to help companies provide an excellent benefits package at realistic cost through professional financial advice. We have always remained a stable independent player with a view of the market place. We are economic, with much lower overheads than the large benefit intermediaries, enabling us both to share the benefits of lower costs. We are fast, agile and responsive to your needs with a proven record of highly satisfied clients.

CB Financial Mission Statement

CB Financial aims to have the friendliest of relationships with our clients and their other professional advisers. We will work actively with them so that clients receive the full benefit of each advisers expertise.
One of our functions is to co-ordinate the help available and to bring everything together in a comprehensive plan that can be implemented in a sensible and structured manner.