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
Tax credits scam email warning

People who receive tax credits are being warned about scam emails being sent out by fraudsters in an attempt to gather card details and passwords.. . .Read More
Mon, 20 May 2013 12:47:38 GMT


Graduate job opportunities 'rising'

More jobs will become available for graduates this year, research firm Income Data Services (IDS) has forecast, but pay is likely to be frozen.. . .Read More
Sun, 19 May 2013 23:23:43 GMT


PM warns overseas territories on tax

David Cameron has called on British overseas territories to "get their house in order" and sign up to international treaties on tax.. . .Read More
Mon, 20 May 2013 01:41:17 GMT


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