Investment Planning

Once a client’s attitude to risk has been agreed, their tolerance for loss understood, an investment goal agreed and the term for any investment arranged, we then recommend a suitable investment strategy.

A portfolio will be constructed to match a client’s specific attitude toward risk throughout the term of the investment and by conducting regular reviews making rebalancing adjustments when necessary, we ensure the investment remains in line with a client’s constantly evolving circumstances.

Often the most efficient outcome is achieved using a portfolio of diversified assets which protects an investment from some of the effects of market volatility, this can offset inflationary pressures and target longer term capital growth (a regular income can be provided if required).

As financial advisors, we are investment specialists whose main aim is in choosing the correct investment wrapper for our client’s investments, we see our role as dealing with our clients short and long term goals and to build a strategy to achieve that goal.

We want our clients to feel comfortable and reassured with their investments and our decision to work with specialist investment managers provides a solution that is well researched, risk managed, efficient and constantly re-evaluated to meet your individual circumstances.

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 ( 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.