Testimonials

Thanks Suzanne and CBK!!
Thanks Suzanne and CBK!!

I contacted CBK in regard to mortgage advice, and it proved to be a great decision!! Suzanne (mortgage advisor) has been effective, efficient, professional and friendly throughout the process, going above-and-beyond to ensure I received timely and accurate information.

If you are looking for mortgage advice I would 100% recommend CBK - trustworthy, excellent value for money and I have ended up with a great mortgage from a great company.

Thanks Suzanne and CBK!!
Christian Williams

Celia Thomas, Bridgend
Celia Thomas, Bridgend

"Dealt with our investment portfolio advice prior to my retirement maximising my returns in poor market conditions post the crash. What could they have done better? Nothing. I am completely satisfied with all advice given over the past 7 years."

Lynne and Geraint Williams, Swansea Valley
Lynne and Geraint Williams, Swansea Valley

"Mark Kearle has been our financial adviser for a number of years and we have complete confidence in his knowledge and advice provided. Mark is in regular contact with us and arranges an annual review of our investments and makes any necessary changes in accordance with market trends/products and our personal circumstances. He is very approachable and takes time and patience in the service he provides for you what could they have done better? We are completely happy with the service Mark provides for us."

Dave, Swansea
Dave, Swansea

"I have been a client of Mark for over 9 years and he has been extremely successful in helping me manage my finances. For me his mortgage advice has saved me many thousands of pounds by switching provider. It is always enjoyable visiting Mark's office for review."

Rob, Swansea
Rob, Swansea

"Mark is a very professional and knowledgeable advisor. He has a wide range of knowledge and expertise and his company covers every possible area of financial advice you could imagine. Mark has helped my family and I for a number of years with various financial products and services and will continue to do so for the foreseeable future. He is patient, professional, attentive and always a pleasure to speak to and deal with. This attitude and personality also shines through to his staff around him."

Joe Dickens, Neath
Joe Dickens, Neath

"Tells me exactly what I NEED to hear rather than what I want to hear -is very much on the ball regarding what I should expect from my investments and pension and has been useful in advising on how to reduce costs on other items. What could they have done better? Not a lot - am very happy with them currently."

Andrew Morgan, Pembrokeshire
Andrew Morgan, Pembrokeshire

"Mark gives straight and honest advice never having to sell it like a sales pitch. Very professional but not overwhelming and makes you feel at ease without any pressure. I've had advice on all my affairs to the point that he works hard to get the best results and does not take anything for granted in his approach to continually improving. We have regular meetings so that we can have a better understanding face to face rather than relying on confusing mail but always on hand to offer advice however small it may be. We have built up a relationship on trust which gives me peace of mind knowing that my finances are in safe hands for my future."

Jo-Ann Miles, Swansea
Jo-Ann Miles, Swansea

"Mark prepared and explained the process to us clearly ensuring we are compliant and meet all the necessary legal requirements meaning that everything will be in place for us to meet our staging date. We have used your services both personally and professionally for many years and have always received exceptional service from all members of the CBK team. We have and will continue to recommend your services to friends, family and business contacts."

Ann-Marie and Steve Harris
Ann-Marie and Steve Harris

"Thank you for all your help during the mortgage process. We couldn’t have done it without you."

Ian McColl – Killay
Ian McColl – Killay

"He explains the risks and possible outcomes clearly. He is clear on our attitude to risk and our ultimate goals and he has consistently advised strategy and products that have achieved them. He is also accessible and prompt in contact and always keeps us informed by writing of our current situation. We never feel pressured to accept a product or strategy as he always offers more than one alternative. What could they have done better? Extremely happy with his service so nothing that we are aware of."

Linda, Pembrokeshire
Linda, Pembrokeshire

"I can thoroughly recommend Mark and his team at CBK for their professional approach to financial reviews and their well-oiled company that was not only very efficient, but was able to offer better value and greater cover and was able to set up so any pay outs are left in trust for your near and dearest ones without the tax man being able to get his hands on it. Just a win win situation. Thank you Mark, I will be back in touch as and when I need further financial advice and will be passing your name on to business colleagues, family and friends."

John Merrick
John Merrick

“I have already recommended your services to several of my friends and colleagues and will continue to do so.”

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.