Cbk Wales

How would you feel if we said you can manage your own finances?
With our Personal Finance Portal (PFP), you can do this and so much more!
PFP allows you to:
... • Store documents. • Contact your adviser. • Update your profile.
To sign up, follow the link below and call 0300 303 8525 or email info@cbkwales.co.uk for any further assistance.
https://cbkwales.mypfp.co.uk/
#CBK #PFP #Wales #Finance #Money
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Your pension pot – are you looking after it properly?
There are many options and possibilities that can allow you to get more from your retirement fund, but it is imperative that you are made aware of these.
Do not wait any longer, calling 0300 303 8525, emailing info@cbkwales.co.uk or visiting www.cbkwales.co.uk could make all the difference to your future.
... #CBK #Wales #Retirement #Pension #Fund #Pot
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"I have been a client of Mark for over 9 years and he has been extremely successful in helping me manage my finances. For me his mortgage advice has saved me many thousands of pounds by switching provider. It is always enjoyable visiting Mark's office for review."
- Dave, Swansea.
If it is a trusted service and adviser you seek, look no further!
... We tailor our advice to suit your situation, giving you the most appropriate solution.
Take the first step today:
Website - www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Review #Tesimonial #Wales #Barry #Swansea
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Thanks to our website, there is a wealth of information available to you about us, our services and how you can benefit from engaging with an independent financial adviser.
From mortgages to pensions, whatever your life circumstances may require, the solution could be just a quick call away.
Interested in finding out more?
... Make the connection today:
Website - www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Finance #Pension #Mortgage
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This time next week, Jacqui and her group will be conquering Snowdon!
We greatly appreciate all the support Jacqui has received.
To find out more and help the cause, follow the link below:
... https://www.justgiving.com/crowdfunding/s nowdonforwomensaid
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Not unexpected given recent news
https://www.bbc.co.uk/news/business-45043 776
If you wish to chat about your mortgage, why not give us a call
... 0300 303 8525
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Happy Birthday to us! 🎉
Today, we celebrate our 10 year anniversary as CBK Wales.
It has been a wonderful decade in which we have been delighted to be able to assist so many people with a variety of financial services.
... Want to learn more about exactly what we can do for you too?
Take your first step to joining in for the next part of our journey today:
Website - http://www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Birthday #Anniversary #Swansea #Barry #Finance #Money
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Well, where’s that time gone. Happy 10th birthday CBK 🍾🍰👏

Economic reviews, property market updates, wealth magazines and much more.
On the blog section of our website, you will find a number of financial news documents available to keep you in the know, completely free for download.
Perfect for some summer reading material!
... You can access them all here:
http://www.cbkwales.co.uk/blog/
You can also call us on 0300 303 8525 or email info@cbkwales.co.uk should you wish to make an enquiry.
#CBK #Wales #Finance #Mortgage #Pension #Retire #Home
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“Ben is a fantastic adviser. We always listen to Ben’s advice, which is relevant to the needs we have. Thanks Ben for your never ending help & advice.
- Julie & James Spiller”
Helping people is the best part of what we do, so when we see that our services have given a client the satisfaction they deserve, we know our job has been done properly.
... Are you seeking service with a smile? Look no further.
Website - http://www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Swansea #Cardiff
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Interested in managing your finances on the go and storing your documents safely online?
With our Personal Finance Portal (PFP), you can!
PFP allows you to:
... • Update your profile. • Access PFP Premium. • Message your adviser directly.
To find out more about PFP and what other services we can offer you, visit our website and contact us today:
Website - https://cbkwales.mypfp.co.uk/ Email - info@cbkwales.co.uk Phone - 0300 303 8525
#PFP #Finance #Portal #Money #CBK #Wales
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Just over a month until Jacqui and her group climb Snowdon!
Any support you send to Jacqui and the cause as a whole is greatly appreciated, and for those of you who would like to make a donation and find out more, you can do so via the following link:
https://www.justgiving.com/crowdfunding/s nowdonforwomensaid

We have assisted a number of people in transferring their pension funds, so now it is time for you to find the retirement option best suited to you too.
When you arrange your appointment with us, we work with you to discover the option that will be most beneficial for you and your situation.
Discover more about the possibilities today:
... Website - www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#Retirement #Pension #Money #Income #CBK #Wales
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Why choose independent advisers?
You may be about to make some of the biggest decisions of your life, with little or no prior experience. When it comes to financial matters, engaging with someone who has been there and done it can give you the confidence going forward that your finances, and your future, are in safe hands.
Learn more about the benefits of seeking advice from an independent adviser by calling, emailing, messaging, or checking out our website:
... Website - http://www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Finance #Mortgage #Pension
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It is understood that many people have recently experienced issues when transferring their pension.
We want to prove that not all financial advisers are "only in it for the money".
When you come to CBK Wales, we apply our personal touch to our bespoke services in order to find the most appropriate plan for you and your situation.
... Website: http://www.cbkwales.co.uk/our-services/re tirement-planning Email: info@cbkwales.co.uk Phone: 0300 303 8525
#CBK #Wales #Pension #Retirement
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Jacqui Gower, our very own Practice Manager, has organised a climb of Snowdon on Saturday, August 11th 2018 to raise money for victims of domestic abuse.
Jacqui is honouring both Swansea Women's Aid and LiveFearFree, who help people who are in or leaving abusive relationships.
Accompanying Jacqui from the CBK Wales team will be Debs, Mark, Sam and Ben, with a total of 15 people in the group making the climb.
... Any support you send to Jacqui and the cause as a whole is greatly appreciated, and for those of you who would like to make a donation and find out more, you can do so via the following link:
https://www.justgiving.com/crowdfunding/s nowdonforwomensaid
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Has your financial adviser recently retired, leaving you in the dark about the future of your pension fund?
If you are concerned about the well-being of your pension, you no longer have to worry.
At CBK Wales, we tailor our approach to ensure that the advice you receive is best suited to your situation and requirements.
... Do not wait any longer to feel a sense of security when it comes to your finances:
Website - www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Pension #Fund #Retirement #Income
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Holidays, new cars and going out for family meals. Do you really want to stop enjoying all of these perks when you retire?
Planning for retirement is something that many people either ignore or do not properly plan for. As a result of this, they are missing out on potential earnings.
DO NOT BE ONE OF THESE PEOPLE, begin preparing now:
... Website: http://www.cbkwales.co.uk/our-services/re tirement-planning Email: info@cbkwales.co.uk Phone: 0300 303 8525
#Retirement #Money #Income #CBK #Wales
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Business to business, mortgage advice, retirement planning and much more - these are just a small number of the services that we, as independent advisers, can offer you.
Whatever your life situation may be, you could be in need of financial advice.
If you have any ambitions, uncertainties or would like to simply review your finances, you can get in touch with us through any of the following methods:
... Website - http://www.cbkwales.co.uk Email - info@cbkwales.co.uk Phone - 0300 303 8525
#CBK #Wales #Finance #Pension #Mortgage
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I wanted to write a review based on the services provided by Ben Adams.

We should have been the easiest clients ever. Through complete bad luck and unexpected events- I’m positive we became sheer hell for Ben. Despite the aggravation we caused, Ben always stayed completely professional, communicative and above all- an absolute lovely lovely guy.

Ben- I think you have some idea of how stressful our journey has been. Ha! Right until the very end!!! Thank you for sticking with us. Life deals some pretty rubbish cards sometimes, but you ensured we at least didn’t loose our dream home and I didn’t completely loose my mind! The only way is up right?! Thank you.

CBK- you have a diamond in Ben Adams.

Comprehensive and realistic advise . Excellent information from Caroline that has encouraged my son on with his venture . Not forgetting to mention patience . Thank you