CB Financial Advisers LLP

ActiveOC338257 Limited liability partnership

What Cb Financial Advisers say about themselves

“Everyone deserves great financial advice Call us to find out more on 01775 718850 Contact us An integrated approach to financial advice Contact us Who we are We provide a comprehensive wealth management solution to clients across the South Coast. Our knowledgeable advisers will take the time to…”

— from cbfinancialadvice.com

Incorporated: 23 June 2008 (18 years)
Previously known as: Carpenter Box Wealth Management LLP (until 28 October 2025)
Carpenter Box Financial Advisers LLP (until 7 December 2020)
Carpenter Box Wealth Management LLP (until 13 November 2020)
Earlier: Carpenter Box Financial Services LLP
This list may be incomplete. See all names on Companies House
Industry: None Supplied (None Supplied)
Owned by: Cbfa Holdings Limited
Accounts type: Audit exemption subsidiary
Region: South East
Address: Crescent House
Crescent Road
Worthing
BN11 1RN

Website & contact details

Website: cbfinancialadvice.com

Filing status

Accounts due: 30 September 2027
Last accounts: 31 December 2025
Conf. stmt due: 5 November 2027
Last conf. stmt: 22 October 2026

Charges

Total: 1
Outstanding: 1
Part satisfied: 0
Satisfied: 0

Officers

Current officers not loaded yet. See them on Companies House

Officer details are public data from the Companies House register.

Officer history (1 former)

1 April 2012

Resigned Noakes, Stuart Robert as LLP Designated Member

23 June 2008

Appointed Noakes, Stuart Robert as LLP Designated Member

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Cbfa Holdings Limited

Corporate entity · Notified 6 January 2021

Holds 75–100% of voting rights

Right to 75–100% of surplus assets

Right to appoint and remove members

Private Limited Company

Reg. no. 12905499

Holdings 1

Companies where CB Financial Advisers LLP is registered as a person with significant control

Coole Bevis Wealth Management Limited

Owns 25–50% of shares

Active

Former controllers (1)

6 January 2021

Ceased Carpenter Box Limited — Holds 75–100% of voting rights

Group structure 12 shown

Ownership group derived from the Companies House PSC register

Futura Financial Solutions Ltd

Futura Financial Services Group Ltd Owns 75–100% of shares

Cbfa Holdings Limited Owns 75–100% of shares

CB Financial Advisers LLP This company Holds 75–100% of voting rights

Cleveden Financial Services Limited Owns 75–100% of shares

Futura 7 Limited Owns 75–100% of shares

Futura Wealth Management Ltd Owns 75–100% of shares

HBD Wealth Management Limited Owns 25–50% of shares

Independent Financial Advice World Ltd Owns 75–100% of shares

Jones Financial (Norwich) Limited Owns 75–100% of shares

Simpson Kelly Associates Ltd. Owns 75–100% of shares

Whitefriars Financial Services Limited Owns 75–100% of shares

Financials

Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House

Employees: 15

Trend

Employees

Balance sheet detail

	2024	2023	2022	2021	2020

Filings

Recent filings only. See the full history on Companies House

Date	Description	Made Up To
5 November 2026	Confirmation statement with no updates	22 October 2026
17 October 2026	Other filing
17 October 2026	Accounts filing
17 October 2026	Other filing
17 October 2026	Audit exemption subsidiary accounts	31 December 2025