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 as a Co-Director in August 2008.

As an Independent Financial Adviser, Martin gives advice in retirement planning, mortgages and protection, managing investments and wealth generational planning, as well as helping with long-term care funding.

Martin has recently taught his daughter to drive, and whilst this has reduced the use of mum & dad’s taxi, it has led to some sleepless nights. He is a keen runner, being a member of a local Welsh Athletics affiliated club, and has competed in several half marathons. In 2015, 2018 & 2019 he ran in Marathon Eryri in Snowdonia, which is an experience he will never forget!

I am so fortunate to help clients achieve their financial goals throughout their lives, it is such a rewarding and fulling role. Some recommendations simply reinforce the client’s own thoughts, whereas others, which often includes intricate tax planning, provides the detailed advice they seek.

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 (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.

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