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  11. CBK Wales

CBK Wales

Independent Financial Adviser  84 High Street,, Barry,, CF62 7DX
First meeting at adviser's own cost
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 commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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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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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.8/10
phone Show number
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Mark Kearle Dip PFS
Director & IFA
MR Martin Rivers DipPFS
Director & IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
Thank you for all your help, advice and time you given us. You made the whole process much easier to go through with your clear explanations of each step. Thank you again so much, it's been a pleasure working with you and we look forward to doing the same in the future
L McCarthy, Barry
We found ourselves with a complex situation where time of completion was a key factor in the acceptance of our offer to buy a property in Scotland from some very nervous sellers. Having worked with him for some time we had no hesitation in approaching Martin Rivers for help and he rose to the occasion fantastically. He was able to find fast, sensible and safe solutions and did so with remarkable enthusiasm and initiative, often working very long hours and using novel approaches to make sure our purchase went ahead despite the implications of Covid19. In doing so, he not only established our own confidence but also, critically, our Sellers’ confidence too. Martin and his efficient team did not just arrange a very appropriate and competitive mortgage offer in record time whilst offering sage and measured advice throughout; without his committed efforts and lateral thinking it is entirely fair to say that we would have lost the purchase and would not now be living in our dream home.
P Webster, Manchester
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.

Where to find us
Head office address: 84 High Street,, Barry,, CF62 7DX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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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 style of CBK (Swansea) Ltd REg no 05577803
Suite 3 Henley House, Queensway, Swansea, SA5 4DJ

Make an enquiry Request a call back Recommend to a friend
Response rating
9.8/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

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