Experts in Employee Benefits & Engagement, & Individual Financial Planning

CB Financial offer a range of Financial Services to both companies and individuals.
Our mission is to; simplify, educate, inspire, and provide high quality ongoing support, so we become an integral part of your future success.

Employee Benefits

An Employee Benefits Package should be a priority for companies wanting to maximise Employee Engagement.  They are proven to improve both recruitment and retention.  CB Financial will help you design, implement, administer and communicate the perfect Employee Benefit Package for your company.  Request a FREE no obligation quote today.

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.

Workplace Pensions

Workplace pensions should not be a payroll exercise.  This legislation was put in place to ensure a better future for your employees.  Don’t waste this great opportunity to engage your employees about your investment.  CB Financial will ensure your staff fully value the investment you’re providing.

Employee Engagement

Employee Engagement is defined in many ways. It should ultimately be about creating the right culture and environment at your company. We provide support to help ensure your employees are working in harmony, towards one common purpose.

From the Blog

Employee Benefit Consultants – The difference between day and night

Employee Benefits Consultant

When employers and their employees discuss employee value, the conversation typically focuses on or even…

The good, the ugly, and the future of pensions (part two)

How to communicate pensions

Last week, In part one of this two part article, I outlined some of the…

The good, the ugly and the future of pensions (Part one)

How to communicate pensions

For many years pensions have been looked at by many with an air of caution…