Our Services

Here at CBK Wales we are qualified in offering concise advice to meet you, your business and your family financial needs.  Established in 2002, CBK are Independent Financial Advisers who have access to the widest range of financial products and services available in the UK. This means we are able to give you truly impartial advice and recommend the most appropriate products for your needs both now and in the future.

Here at CBK we pride ourselves on providing our clients with clear and concise financial advice. We listen to your needs, and offer clear, complimentary advice on the most appropriate financial products for your personal circumstances.

Our dedicated and talented team of advisers cover each area of financial services such as;

  • Business to Business
  • Investments
  • Raising Finance
  • Retirement Plans & Pensions
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.