CB FINANCIAL ADVISERS LLP
aka CB FINANCIAL ADVISERS LLP
About
Everyone deserves great financial advice Call us to find out more on 01775 718850 Contact us An integrated approach to financial advice Contact us Who we are We provide a comprehensive wealth management solution to clients across the South Coast. Our knowledgeable advisers will take the time to understand where you are now, so we […]
Source: cbfinancialadvice.comContact & Location
Regulatory Information
- FRN
- 489484
- Status
- Authorised
- Date Authorised
- 30 October 2008
- Years Authorised
- 17 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Providing basic advice on stakeholder products
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- OC338257
- Company Status
- Active
- Incorporation Date
- 23 June 2008
- Directors
- 0
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
Team (18)
Godfrey Ryan
ApprovedPaul Michael Ollerton
ApprovedFrancisco Lucas Mendoza
ApprovedOwen Jonathon Sharp
ApprovedRoss Michael Baumann
ApprovedCertifiedRoy Matthew Thompson
ApprovedCertifiedSally Ann Whitehead
ApprovedCertifiedBenjamin Alexander Keeley
ApprovedCertifiedJonathan Mullett
ApprovedCertifiedGillian Clare Lynes
ApprovedCertifiedThomas Luke Charles Reed
ApprovedCertifiedEmma Fitzgerald
CertifiedIvan Spencer Fowlie
No longer requiredKevin Neil Blake
No longer requiredJulia Clare Richards
ApprovedCertifiedKatie Jane Scrace
ApprovedCertifiedGillian Yates
CertifiedKelvin Beavere Riches
Certified
Google Reviews
98 reviews on Google
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Quick Facts
- Worthing, South East
- 17 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH OC338257
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.