CBK Wales

Independent Financial Adviser  C B K Wales, Henley House, Swansea, SA5 4DJ
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FCA authorised
Last authorised 16th May 2022
We are a client centered practice where the whole team provides the independent service our clients expect and deserve
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Mark Kearle
Director and Financial Planner
MR Martin Rivers
Director and IFA
About us

A privately owned, client centric practice where the whole team strive to provide the service our clients expect

Our services

We treat each and every client as individuals as every clients needs and objectives are different.

It is important that we listen to every client and tailor our advice to their specific goals

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

CBK Wales is a Trading Name of CBK Swansea Ltd Registered in the UK. Companies House Number 05577803 : Registered address is Suite 3 Henley House. Queensway. Swansea SA5 4DJ

C B K Wales, Henley House, The Queensway, Swansea West Business Park, Swansea, SA5 4DJ

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