Personal Financial Planning

For many individuals obtaining financial advice can be a daunting process. CB Financial take a fresh approach to financial advising. We do this by working closely with our clients and encouraging them to take an active role in their financial portfolio as we feel a little bit of knowledge on their own investments can prove very valuable. This approach ensures that the ‘standard’ relationship between the advisor and the client becomes a partnership and the client can appreciate fully why recommendations have been made. This has proved very successful in building trust and longevity with our clients.

Our product range includes:

Investments

Equities
Unit Trusts and Open Ended Investment Companies (OEICS)
Friend Society Policies
Individual Savings Accounts (ISA)
Child Trust Funds
National Savings & Investments (NS&I)
Fixed Interest Securities
Corporate Bonds
Self Invested Personal pensions (SIPPs)
Personal Pensions &Stakeholder Pensions

Financial Protection

Life Assurance Cover
Term Assurance
Private Medical Insurance
Income Protection Insurance
Critical Illness Insurance
Key Man Insurance
Accident and Sickness Insurance
Mortgage Payment Protection Insurance

If you need anything further, please contact us as we also have a range of products that are provided by an affiliated network.