Our Services

Here at CBK Wales, we are qualified in offering concise advice to meet you, your business and your families financial needs. Established in 2002, CBK Wales are Independent Financial Advisers who have access to the widest range of financial products and services available in the UK. This means we are able to give you truly impartial advice and recommend the most appropriate products for your requirements both now and in the future.

We pride ourselves on providing our clients with clear and concise financial advice, listening to your needs, and offering clear, complimentary advice on the most appropriate financial products for your personal circumstances.


Our dedicated and talented team of advisers cover each area of financial services such as;

  • Business to Business

  • Investments

  • Raising Finance

  • Retirement Plans & Pensions





Family Protection

Tax & Estate Planning

Business Owner's Advice


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.

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