Clear & Concise Financial Advice


At CBK Wales, our aim is to help you achieve your main goal. Whether it be regarding investments or mortgages, we want to guide you in the right direction.

Our team are fully trained and qualified independent financial advisers who work closely with you and your family to make your dreams a reality, searching the whole market for the best deals.


We offer clear & concise advice, listening to your needs in order to offer the most appropriate financial products for your personal circumstances.


Our Services

Retirement Income

A pension is a long-term investment. We can advise the most suitable solution for you.


CBK Wales would be pleased to discuss your investment portfolio to ensure best performance.

Mortgage Advice

Whatever your mortgage requirements, we can provide appropriate advice.



John Merrick

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

Ann-Marie &
Steve Harris

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

Andrew Morgan, Pembrokeshire

Mark gives straight and honest advice, never having to sell it like a sales pitch.