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.

Regulatory Information: CBK Wales is a trading style of CBK Swansea Ltd which is an appointed representative of Tenet Network Services which is authorised and regulated by the Financial Conduct Authority. Tenet Network Services 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.

CBK Wales © 2020

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