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CBK Wales

Independent Financial Adviser  C B K Wales, Henley House, Swansea, SA32 7LG
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FCA authorised
Last authorised 29th March 2021
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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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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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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 Martin Rivers
Director and IFA
MR Mark Kearle
Director and Financial Planner
About us

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

Our services

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

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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.

C B K Wales, Henley House, The Queensway, Swansea, SA32 7LG

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