About our firm

CB Financial Services is a practice of Independent Financial Advisers which boasts Five IFA’s and One Mortgage & General Insurance Advisor. CB Financial Services offer the full spectrum of services from Mortgages, Investments, Life and Critical Illness cover, Income protection, Savings and Pensions to Tax planning, corporate advice and General Insurance. We are able to give clear, easy to understand bespoke advice to meet your objectives.

CB Financial Services are pleased to confirm that they have recently acquired Westmorland Insurance Services Emporium who are also Independent Financial Advisers and have become a trading name of the company. This means in addition to our office in Blackpool we now also have premises in Morecambe and Kirkby Lonsdale in the Lake District.

Why an Independent Financial Adviser?

As Independent Financial Advisers we have access to the full range of products and services available in the UK. Unlike advisers who advise on products from a single provider, or from a selected range of providers we can give you completely impartial advice and recommend the most appropriate products for you. As such we are able to give impartial advice to help you solve your financial planning problems and maximise your opportunities. In this way we are able to give you choice, value for money and quality service.

We serve clients across the North West & Boarders where we have dedicated consultants based in Cheshire, Cumbria, Lancashire and Scotland who can service your financial requirements; we also have clients as far a field as Birmingham, Leeds and London. The foundations of our company are built on a proud tradition of impartiality and genuinely independent financial advice, placing great emphasis on building long-term relationships through ongoing client servicing.

We research and evaluate the ever-changing market place both in the UK and Offshore (there are currently over 30,000 financial products in the UK alone) on your behalf to determine the best options available. As we do not operate investment funds of our own you can be sure our team of professional advisers has no bias and can therefore present a totally impartial view of the whole market place.

Independent Financial Advisers and Mortgage Advisers

The principal Dipak Parekh has been in the financial services industry since 1986, advising on all aspects of Personal and Corporate Financial Planning as well as being a Mortgage (both residential and commercial) and Pension specialist.

Darren Hancock qualified in 2003 and advises on all aspects of Financial Services including Mortgages, Investments, Pensions, Savings and all aspects of General Insurance including Life and Critical Illness protection.

Brian Wailes who has over 20 years experience as an IFA specialises in Investments and Pensions and has a wealth of knowledge in these areas.

CB Financial Services can cater for all your financial planning needs, including:

• Investments
• Life and Critical Illness Cover
• Income Protection,
• Savings
• Pensions – work exit strategies
• Tax Planning
• Corporate Advice
• Commercial and Residential Mortgages

  Your home may be repossessed if you do not keep up repayments on your mortgage.

  For mortgages we can be paid by commission or a fee. For full details, please click here.

You can arrange a no obligations meeting at our offices or in the comfort of your own home or workplace with one of our advisers. To take the opportunity of a free independent financial review.

For free initial consultation please call 01253 749049.

For certain General Insurance products we offer from a limited panel of providers.