1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. The Vale Of Glamorgan
  8. breadcrumb-arrow
  9. Barry
  10. breadcrumb-arrow
  11. CBK Wales

CBK Wales

Independent Financial Adviser  84 High Street,, Barry,, CF62 7DX
check
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Meet our advisers
MR Martin Rivers DipPFS
Director & IFA
MR Mark Kearle Dip PFS
Director & IFA
About us

A friendly, local team that is able to meet your expectations of today's financial planning needs covering mortgages, investments and helping with the complexities of pensions especially when retiring.

We are a fee charging practice however we do offer an initial meeting at our cost, where we establish if, and how we may be able to help you.

Our services

We focus on your needs and provide the service you desire by developing a plan that is specific to you, your objectives and circumstances and working with you to monitor progress, making adjustments as and when needed due to changes in life.

We have considerable experience in all aspects of financial planning and being a privately owned small team, everyone works diligently to ensure the advice you receive helps to achieve your financial objectives.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

CBK Wales is a trading style of CBK (Swansea) Ltd REg no 05577803
Suite 3 Henley House, Queensway, Swansea, SA5 4DJ

84 High Street,, Barry,, CF62 7DX

Similar advisers near you

Vale Asset Management
Independent Financial Adviser 2.33 mi
We provide independent advice on investments, pensions, tax-planning and protection, working with private and corporate clients primarily in South Wales.
 
See profile
Savvy Wealth Management
Independent Financial Adviser 2.4 mi
We are a team of award winning financial planners providing good honest advice.
 
See profile
Wealthmasters Financial Management Ltd
Independent Financial Adviser 2.47 mi
Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
 
See profile
Wren Sterling
Independent Financial Adviser 3.53 mi
Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
 
See profile