CB Financial Advisers

13/10/2026

Last weekend marked World Mental Health Day and today we at
CB Financial Advisers and Futura Financial Services took the opportunity to come together in the office to recognise it with an afternoon Tea & Talk.

It was a great opportunity to pause, connect with colleagues, and highlight the importance of supporting mental wellbeing in the workplace. Thank you to everyone who joined us for tea, scones and conversation.

25/09/2026

Gill Lynes, Director of Later Life Advice at CB Financial Advisers, was pleased to support the recent event at Lancing Parish Hall. The event was organised by local charity Beehive Care at the community Dementia Hive with the aim of supporting individuals and the carers who are affected by Dementia.

23/09/2026

Today at CB Financial Advisers we had our Macmillan Coffee Morning in aid of Macmillan Cancer Support! 🍰☕

We had lots of lovely cakes brought in and our very own bake-off judges to decide who made the best homemade treat.

Ben won the office GOAT trophy with his cinnamon rolls!

This was closely followed by Helen's gluten free walnut cake and third place was Megan's chocolate cake.

17/09/2026

Self-employed professionals face unique retirement planning challenges. Treating pension contributions as a regular business expense and reviewing plans regularly can help build long-term financial security.

Around 40% of self-employed workers are actively saving for retirement, according to recent research

15/09/2026

Pension Awareness Week (15 –19 September) is the perfect time to review your pension pots, check your State Pension and understand proposed pension and Inheritance Tax changes from 2027. Small steps today could make a big difference tomorrow.

Pension Awareness Week is the ideal time to review retirement plans, understand new pension tax changes and check you're on track.

15/07/2026

We are extremely proud to announce that two of our team members are finalists in this years Women in Financial Advice Awards! Sally Whitehead for Rising Star in recognition of her achievements since starting her new role as an Associate Adviser this year. Gill Lynes is a finalist in the Vulnerable Client Care category for the third year running in recognition of the hard work she does for our later life clients.

14/07/2026

For many families supporting adult children is often a priority, but it is important to protect your own financial future too. Getting the right balance can help families thrive in the future

For many families retirement planning can slip down the priority list when adult children need support

03/07/2026

Retirement saving planning can feel overwhelming but small, consistent steps today can close the gap in the long term. Check out our article on the measures you can take

Retirement planning may feel overwhelming, but small steps can close the gap

17/06/2026

The National Insurance benefits of salary sacrifice will be restricted from 2029. The current rules create a valuable planning window. Check out how this affects you

Salary sacrifice rules will tighten in 2029. Now may be a key planning window.

15/05/2026

We're thrilled to announce that Gill Lynes & Sally Whitehead have been nominated for the Professional Adviser Women in Financial Advice Awards 2026!

Gill's exemplary dedication to client care has secured her a well-deserved nomination in Vulnerable Client Care, while Sally's outstanding commitment and enthusiasm have earned her recognition as a Rising Star!