Business To Business

We offer services to maximise your potential, recruit & retain the best staff & protect all you have worked for



CBK would be pleased to discuss your investment portfolio to ensure best performance


Retirement Plans & Pensions

A pension is a long term investment, we can advise you on the best solution for you


Mortgage Advice

Whatever your mortgage needs, CBK can provide appropriate advice for your needs


Protect your family

We can help to protect your family and choosing the most appropriate method for you


Estate Planning

We can help you plan for the future so your family & your financial goals are met after your death


Welcome to CBK Wales

We offer clear concise advice

At CBK Wales, our aim is to help you achieve your main goal whether it be regarding investments or mortgages, we want to help you in the right direction to achieve your goal.

We are fully trained and qualified independent financial advisers who work closely with you and your family to achieve your goals.  We search the whole market for the best deals.

Here at CBK Wales, we offer clear and easy advice which is understandable.  We listen to your needs and offer the most appropriate financial products for your personal circumstances.




“I have already recommended your services to several of my friends and colleagues and will continue to do so.”

John Merrick

“Thank you for all your help during the mortgage process. We couldn’t have done it without you.”

Ann-Marie and Steve Harris


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Quick Contact

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and members of staff. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy at Email communications are not secure and for this reason CBK Wales cannot guarantee the security of the email, its contents or that it remains virus free once sent.

Regulatory Information: CBK Wales is a trading style of CBK Swansea Ltd which is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register ( under reference 150643.
CBK Swansea Ltd are registered in England and Wales under reference 05577803 Registered Office Address – Suite 3. Henley House. Queensway. Swansea West Industrial Estate. SA5 4DJ
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.