Testimonials

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. Very professional, but not overwhelming, and makes you feel at ease without any pressure. I've had advice on all my affairs to the point that he works hard to get the best results and does not take anything for granted in his approach to continually improving. We have regular meetings so that we can have a better understanding face to face rather than relying on confusing mail but always on hand to offer advice however small it may be. We have built up a relationship on trust which gives me peace of mind knowing that my finances are in safe hands for my future.

Joe Dickens, Neath

Tells me exactly what I NEED to hear rather than what I want to hear - is very much on the ball regarding what I should expect from my investments & pension and has been useful in advising on how to reduce costs on other items. What could they have done better? Not a lot, I am very happy with them.

Celia Thomas, Bridgend

Dealt with our investment portfolio advice prior to my retirement maximising my returns in poor market conditions post the crash. What could they have done better? Nothing. I am completely satisfied with all advice given over the past 7 years.

Dave, Swansea

I have been a client of Mark for over 9 years and he has been extremely successful in helping me manage my finances. For me his mortgage advice has saved me many thousands of pounds by switching provider. It is always enjoyable visiting Mark's office for review.

Lynne and Geraint Williams, Swansea Valley

Mark Kearle has been our financial adviser for a number of years and we have complete confidence in his knowledge and advice provided. Mark is in regular contact with us and arranges an annual review of our investments and makes any necessary changes in accordance with market trends/products and our personal circumstances. He is very approachable and takes time and patience in the service he provides for you what could they have done better? We are completely happy with the service Mark provides for us.

Jo-Ann Miles, Swansea

Mark prepared and explained the process to us clearly, ensuring we are compliant and meet all the necessary legal requirements meaning everything will be in place for us to meet our staging date. We have used your services both personally and professionally for many years and have always received exceptional service from all members of the CBK team. We have and will continue to recommend your services to friends, family and business contacts.

Ian McColl, Killay

He explains the risks and possible outcomes clearly. He is clear on our attitude to risk and our ultimate goals and he has consistently advised strategy and products that have achieved them. He is also accessible and prompt in contact and always keeps us informed by writing of our current situation. We never feel pressured to accept a product or strategy as he always offers more than one alternative. What could they have done better? Extremely happy with his service so nothing that we are aware of.

Linda, Pembrokeshire

I can thoroughly recommend Mark and his team at CBK for their professional approach to financial reviews and their well-oiled company which was not only very efficient, but was able to offer better value and greater cover and was able to set up so any pay outs are left in trust for your near and dearest ones without the tax man being able to get his hands on it. Just a win win situation. Thank you Mark, I will be back in touch as and when I need further financial advice and will be passing your name on to business colleagues, family and friends.