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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

Retirement
Income

Investments

Mortgage
Advice

Retirement
Savings

Family Protection

Tax & Estate Planning

Business Owner's Advice

Business
Protection