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About CBK Wales

 

CBK Wales is made up of local, independent financial advisers who are educated in a wide range of financial services to meet everyone’s needs, such as Business to Business or Mortgage Advice.

 

We are committed to providing the right financial solutions for our clients, from investments to family protection and retirement planning. With offices in South Wales, CBK Wales works with businesses and individuals across the UK. Many of our clients come to us as a result of personal referrals, which we are extremely proud of. After all, if those we deal with trust us enough to recommend us to their closest family and friends, we feel we are not just achieving our goals, but theirs as well.

It's easy.

Why Choose Us?

Our team consists of experienced financial advisers who strive to help others through their financial lives.

 

Why Choose Independent Advisers?

Buying a house, deciding on your pension income and planning your finances are all major life decisions. They are also things you might not do very often. This means some of the biggest choices you ever make may be based on little or no prior experience, which isn’t a comforting thought.

 

That’s why many people will consult an independent financial adviser. Adviser’s charge fees of course, but good advice should, by definition, cost you less in the long term than no advice at all.

Experienced advisers provide you with confidence and peace of mind, using their professional expertise with financial matters to help you achieve your goals. Often, we can access products and deals in the market to leave you better off and save you time. We are unbiased and deliver an independent service in your best interest.

Meet the Team

 

Mark Kearle

Director/Independent Financial Adviser

Mark was one of the founding members of Chadborn Baker and Kearle Ltd which was formed when 3 friends got together in 2002 to create a Financial Services company that provided levels of customer services which were seldom seen in the industry.

Martin Rivers

Director/Independent Financial Adviser

Martin served as a junior officer in the RAF Regiment and qualified as a financial advisor upon completing his commission in 1992.

He has carried out several roles within different small companies throughout the last 25 years, joining CBK Wales as a Co-Director in August 2008.

Ben Adams

Independent Mortgage & Protection Adviser

Ben is one of our expert Mortgage Advisers, based at our Swansea office. With 15 years’ experience in financial services, having joined one of the world’s biggest banks at the age of just 16 and being involved with mortgages since 2004 (pre FSA & FCA), Ben has gained a wealth of market knowledge in residential and buy-to-let lending.

Samantha Perrott

Practice Manager

Sam comes from a sales background before taking a couple of years out at home with her two daughters when they were born, joining CBK Wales in April 2016, and started as part of the admin team in our Swansea Office.

Deborah McCusker

Client Services Manager

Deb joined CBK Wales as an Office Administrator in 2017 after spending 15 years working in the education sector, and has brought a vast amount of transferable skills to the firm from her teaching background, giving a fresh outlook to the support team.

Sharon Bartlett

Mortgage Case Manager

Sharon spent 6 years working for a heating spares company in an administrative and sales role. After having a long career break to raise her 4 girls, she wanted to get back out to work, starting with CBK in August 2018.