CB Financial Advisers

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!

11/05/2026

We'd like to congratulate Sally Whitehead, one of our Associate Advisers, on her success in completing a 13-mile trek around London in support of Alzheimer's Society! Sally (pictured right) completed this walk with her daughter Lauren, her sister Claire (pictured left) and their friend Amanda. A fantastic achievement and a cause close to many hearts. Well done Sally!

05/05/2026

Gill Lynes, our Director of Later Life Planning, attended the financial advice drop in session at Beehive Care in Ferring this week.

These sessions help those seeking guidance on financial matters such as paying for care.

We are really glad to offer our support to this worthwhile charity, please do look at the Beehive website to see when we’re next in Ferring and their new site in Lancing.

Beehive Care is a charity offering respite care, home help, supported living, dementia care, and residential services.

28/04/2026

Last Thursday our Financial Planning Manager Ben Keeley attended Irwin Mitchell’s Spring Event in Brighton, celebrating the anniversary of Irwin Mitchell’s new Brighton office opening and how their business continues to grow along the South coast. It was a fantastic evening in the sunshine, networking with the local business community across accountancy, audit, finance, legal, property, and others

Thank you to Irwin Mitchell for the invite

Whilst Ben is the tallest member of the CBFA Team, we can confirm these photos were taken from the top of the i360.

22/04/2026

Gill Lynes, Director of Later Life Advice for CB Financial Advisers attended the spring meeting of the West Sussex Dementia Network at the Shoreham Centre yesterday.

It was inspiring to hear the speakers talk about their own experiences of living with dementia and the positive changes that have been made locally to support them.

We also heard from volunteers who have made a real impact locally and have helped to make West Sussex a more dementia friendly place to live.

14/04/2026

A new tax year means new allowances. Acting early can boost tax efficiency and long-term growth. Will you make the most of 2026/27 tax planning?

Find out more

Start the new tax year proactively to maximise allowances and long-term growth