CBK Wales

Independent Financial Adviser  84 High Street,, Barry,, CF62 7DX
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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 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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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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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 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
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    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

84 High Street,, Barry,, CF62 7DX

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