Our Services

As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Simply click on the relevant box to read more. Of course, we’ll be happy to discuss your own personal situation and goals with you.

Like to know more?

Call us for a friendly chat on 0117 910 0584 or email: enquiries@cb-im.co.uk
Alternatively, you can connect with us on Linkedin.