Cb Financial Advisers LLP

Reference number: 489484

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When cbfinancialadvice.com first appeared online, and whether it can receive email
  • What kind of line 01903 534587 is, and the other firm that gives it
  • Who else gives the postcode BN11 1RN
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Other names (6)

If you were contacted under any of these names, it is this firm.

  • Carpenter Box Wealth Management LLP Former name
  • Carpenter Box Financial Advisers Former trading name
  • MHA Carpenter Box Financial Advisers Former trading name
  • MHA Carpenter Box Financial Advisors Former trading name
  • MHA Carpenter Box Wealth Management Former trading name
  • StarBox Financial Advisers Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC338257
Company status
Active
Company type
Limited liability partnership
Incorporated
23 June 2008 (18 years old)
Registered office
Crescent House,, Crescent Road, Worthing, West Sussex, BN11 1RN, England

Directors and company secretaries

Name Role Born Appointed Other companies
CBFA HOLDINGS LIMITED Corporate LLP designated member Not published 6 Jan 2021 None
FUTURA FINANCIAL SERVICES GROUP LTD Corporate LLP designated member Not published 1 Apr 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 15 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2024Full accountsNot audited

Employees (average)

15

+7.1% from 14

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company OC338257. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Cb Financial Advisers’s history from the FCA register and Companies House, newest first.

Key events (8) All events (48)

2025

3 November 2025

  • Changed its registered name from "Carpenter Box Wealth Management LLP"

FCA register

2021

6 January 2021

  • Carpenter Box Limited gave up control
  • Cbfa Holdings Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Carpenter Box Limited took control (75–100% of votes)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

30 October 2008

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

23 June 2008

  • Incorporated at Companies House

Companies House

In the full report: all 48 events

  • All 48 events in its history (8 shown here)
  • Every director appointment and resignation: 26
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Firms connected to Cb Financial Advisers

Other FCA-listed firms that share a director, phone number or address with Cb Financial Advisers. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share its phone number
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Cb Financial Advisers

Other firms of the same type (financial adviser), nearest first.

In Worthing

Futura Wealth Management LtdWorthingAuthorisedHodsons Financial Services LimitedWorthingAuthorisedJohn GaughranWorthingAuthorisedMillen Griffiths LimitedWorthingAuthorisedNsure Financial Services LimitedWorthingAuthorisedTaurus Global Financial Advisers LtdWorthingAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Cb Financial Advisers

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 5 years of accounts, charted
  • All 48 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Cb Financial Advisers LLP FCA authorised?
Yes, Cb Financial Advisers LLP (FRN 489484) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Cb Financial Advisers’ phone number and website?
The FCA register lists the phone number 01903 534587 and the website cbfinancialadvice.com for Cb Financial Advisers. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Cb Financial Advisers a scam or clone?
Cb Financial Advisers is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Cb Financial Advisers?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Cb Financial Advisers to the Financial Ombudsman Service, free of charge.
Who owns Cb Financial Advisers?
Cb Financial Advisers is owned by Cbfa Holdings Limited, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 6 January 2021. Before that, it was controlled by Carpenter Box Limited.
Who runs Cb Financial Advisers?
Companies House lists 2 directors of Cb Financial Advisers: Cbfa Holdings Limited and Futura Financial Services Group Ltd.
How long has Cb Financial Advisers been in business?
The company was formed on 23 June 2008, and has held its current FCA authorisation since October 2008.
What do Cb Financial Advisers’ latest accounts show?
Does Cb Financial Advisers use any other names?
It has previously used 6 other names, including Carpenter Box Wealth Management LLP, Carpenter Box Financial Advisers and MHA Carpenter Box Financial Advisers.

Sources and links

The full report on Cb Financial Advisers LLP

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