CBK Wales Financial Advisers

Business to BusinessInvestmentsRetirement PlanningMortgage AdviceProtect Your FamilyEstate Planning

CBK Wales offers fully comprehensive financial advice for you, your family and your business. We are part of a national group of IFA companies that include CBK Nottingham and CBK Colchester.

We are a close knit team of qualified independent advisers and mortgage brokers that work alongside you and your business to help you achieve your financial goals and aspirations.

We can help you with:

CBK Wales offers professional impartial and independent financial advice. We can search the whole of the market for the best product tailored to your needs and circumstances. We provide clear and easy to understand advice which is jargon free. We also regularly review all your investments and pensions to keep you ahead of the market.

We also appreciate that business is a two way conversation and we would like to know what you think of our web site.

Listed in the Swansea Directory

Client Testimonial

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

John Merrick

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Breaking News

BBC News - Your Money
Low rates 'fail to deter savers'

A lack of confidence among consumers has pushed up savings levels in the last year despite the low rates of interest available, banks say.. . .Read More
Fri, 24 May 2013 10:46:34 GMT

Tuition fee 'could be cut to £6,000'

Tuition fees in England could be limited to £6,000 per year and remain cost-neutral to universities and the Treasury, research suggests.. . .Read More
Thu, 23 May 2013 01:01:54 GMT

JP Morgan fined £3m for failings

JP Morgan's international bank division has been fined £3m by the Financial Conduct Authority for failures in client advice and record-ke. . .Read More
Thu, 23 May 2013 12:48:54 GMT

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