Cross Border Financial Planning

Cross Border Financial Planning provides wealth solutions to British expats with assets in the UK and to foreign nationals living and working in the UK. The firm offers financial advice to individuals who are globally mobile, considering tax, currency, and legal implications.
  • Multi-Currency Investment Strategies
  • Retirement Planning for British Expatriates
  • Investment Planning for British Expatriates
  • Financial Planning for Australians in the UK
  • Environmental, Social, and Governance (ESG) Investing

Size
Small
Phone
N/A
Website
cbfp.co.uk
Email
N/A
Locations
Station Yard, 6 Union Rd, SN15 1HW
01249400099
Digital Popularity
Social Media
Competitors
Chilvester Financial
Chilvester Financial is dedicated to helping individuals and businesses build and maintain their financial plans.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Cross Border Financial Planning is operated by CBFP UK Ltd and is a Active company incorporated on 8 July 2022 with the registered office located in Chippenham, Wiltshire. CBFP UK Ltd was registered 3 years ago.

Status
Active
Size
Micro
Directors
2
Age
3 years old
Employees
10
Turnover
Unreported
Total Assets
£201.48K
Cash in Bank
Unreported
Total Liabilities
-£65.63K

Director • Compliance Manager • British • Lives in England • Born in Jul 1966
Director • None • British • Lives in UK • Born in Jun 1979
Mr Philip Richard Owen Teague
PSC • British • Lives in UK • Born in Jun 1979
Teams
All
7
Consulting
4
Finance
4
Management
2
Administration
2
Director • Joined Mar 2016
Office Manager
Data Analyst Manager • Joined Jan 2025
Financial Planner • Joined Feb 2025
Financial Adviser • Joined Sep 2023
Financial Planner • Joined Oct 2021
Business Support & Marketing • Joined Nov 2023
Data Analyst Manager • Joined Jan 2025
Financial Planner • Joined Feb 2025
Financial Adviser • Joined Sep 2023
Financial Planner • Joined Oct 2021
Director • Joined Mar 2016
Office Manager
Office Manager
Business Support & Marketing • Joined Nov 2023
Data Analyst Manager • Joined Jan 2025
Financial Planner • Joined Feb 2025
Financial Adviser • Joined Sep 2023
Financial Planner • Joined Oct 2021