UK Independent. Sourced. Primary. · Est. 2024

Cb Financial Advisers Llp | IFA Financial Advisers | Worthing | Est. 2008

Cb Financial Advisers Llp is a ifa financial advisers registered in Worthing, established 2008. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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IFA Financial Advisers UNCLAIMED LISTING

Cb Financial Advisers Llp

IFA Financial Advisers · Worthing, Brighton · Est. 2008

18 years
Active Trading
Active
CH Status
OC338257
Company No
2025
Accounts to

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Company Registration Details

Registered company nameCb Financial Advisers Llp
Companies House numberOC338257 →
Company typeLimited Liability Partnership (LLP)
Registered addressCrescent House, Crescent Road, BN11 1RN
City / RegionWorthing, Brighton
Date incorporated2008
Years trading18 years
CH statusActive
SpecialismRecorded activity: Not recorded
Index statusClaim this listing →

About Cb Financial Advisers Llp

Founded in 2008, Cb Financial Advisers Llp has been active for 18 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

Brighton accounts for 35 of the 1663 ifa financial advisers tracked on this index.

Register checks matter most here: statutory protections only attach to authorised firms.

What IFA Financial Advisers Do

An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

How to Choose the Right IFA Financial Adviser

Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Self-directed investing through ISA and SIPP platforms works for many people; advice earns its fee where tax planning, pension optimisation, protection and inheritance strategy interact, which is typically at larger or more complex balance sheets.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Cb Financial Advisers Llp or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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