About Us – CBK Wales

CBK Wales is made up of local, independent financial advisers who are educated in a wide range of financial services to meet everyone’s needs such as Business to Business or Mortgage Advice.

At CBK we are committed to providing the right financial solutions for our clients from investments and mortgages to family protection and retirement planning.  With offices in South Wales CBK works with clients across the UK.  We are proud that many of our clients come to us as a result of personal referrals – after all, if our clients trust us enough to recommend us to their closest family and friends we feel that we are not just achieving our goals, but theirs as well.

We Pride ourselves on providing clear and understandable financial advice for everyone to accept.  We offer expert advice to all our customers.

Why Choose Us?

Here at CBK Wales, we are experienced financial advisers who strive to help others through their financial lives. We have helped many clients through their financial lives and we continue to do so.

Why Choose Independent Advisers?

Buying a house, deciding on your pension income and planning your finances are all major life decisions. They are also things you might not do very often. This means that some of the biggest choices you ever make may be based on little or no prior experience, which isn’t a comforting thought.

That’s why many people will consult an independent financial adviser.  Adviser’s charge fees of course, but good advice should, by definition, cost you less in the long term than no advice at all.

Experienced advisers provide you confidence and peace of mind, using their professional help with financial matters to help you achieve your goals. Often we can access products and deals in the market that leave you better off and save you time. We are unbiased and provide an independent service in your best interest.

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 (www.fca.org.uk/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.