Established in 2005, CB Financial Ltd is a firm of Independent Financial Advisers located in Dorset, United Kingdom. The company provides personalized financial advice to both individual and corporate clients. Their core services encompass retirement planning (pensions), investment strategies, mortgage advice, and protection policies like life insurance and critical illness cover. CB Financial Ltd is authorised and regulated by the Financial Conduct Authority (FCA) and emphasizes a client-focused approach to building long-term financial plans.

Founded in

United Kingdom