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
Commissions banned on new sales

Financial sales staff and advisers can no longer be paid commissions by the firms whose policies - such as private pensions and investments - that the. . .Read More
Mon, 31 Dec 2012 12:37:32 GMT

The myth of working from home

Yahoo has banned its staff from "remote" working. After years of predictions, why is working from home not the norm?. . .Read More
Wed, 27 Feb 2013 10:33:00 GMT

Recession 'boosts self-employment'

The number of self-employed people in the UK has increased by nearly 10% since the start of the economic crisis, an official report has found.. . .Read More
Wed, 06 Feb 2013 11:20:55 GMT

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