CBK WALES

CBK WALES CBK Wales is a team of Independent Financial and Mortgage Advisors giving clear and concise financia
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CBK Wales is a team of Independent Financial and Mortgage Advisors offering clear and concise financial advice to clients across Wales and England. Visit our website at http://www.cbkwales.co.uk/ for further information about our services. If you have a question you need answering contact us at [email protected] or phone us on 0300 303 8525. CBK Wales is a trading style of CBK(Swansea) Ltd which

is an appointed representative of TenetConnect Services Limited which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered is entered on the FCA register (www.fca.org.uk/register) under reference 150643

23/01/2026

"𝗧𝗵𝗲 𝗳𝗲𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗳𝗲𝗲."

In a world of rising costs and uncertain markets, the last thing you need is an unpredictable bill from your accountant.

We built Accountancy Solutions on a simple promise:

Professional, effective problem solving with no surprises.

Whether you are a startup or a turnover of £5m+, you deserve: 🔹 A partner-led, hands-on approach. 🔹 Simple, regular monthly payments. 🔹 A team that is small enough to care, but big enough to deliver.

Stop worrying about the clock ticking when you call your accountant. managing your finances should be the solution, not the problem.

23/06/2024

WHAT IF YOU VIEWED TAX PREPARATION AS AN
OPPORTUNITY INSTEAD OF AN OBLIGATION?

With the right tax strategy, you can actually use your taxes to grow your business.

A strategic approach enables you to legally minimize your tax liability. This means more money for reinvesting in your company.

Proactive tax planning gives you greater control over your financial future.

Partner with an expert advisor, like Accountancy Solutions, to develop a strategic and proactive tax strategy. Turn taxes from a frustration into a competitive advantage that can accelerate your business growth.

The opportunities are there - you just need the right approach.

A kind word goes a long way! 🤗We’ve received some lovely testimonials from our wonderful clients over the years, and we ...
13/06/2024

A kind word goes a long way! 🤗

We’ve received some lovely testimonials from our wonderful clients over the years, and we want to take this opportunity to thank everyone who has taken the time to write a review of our services on Google and Facebook.

🌐www.cbkwales.co.uk/testimonials

19/05/2024

DON'T TOLERATE LATE OR INACCURATE PAYROLL!

OUR DEDICATED TEAM CAN FIX YOUR PROBLEM.

WE UNDERSTAND YOUR FRUSTRATION, AND WE CAN HELP!

01639 887723/ 0117 2054623

[email protected]

10/05/2024

Balance sheets are integral to running a profitable small business. It’s a core fiscal aspect which will help to keep track of your finances – i.e., a form of bookkeeping.

Your accountant can help you with a balance sheet for your small business but it’s important to know what they are and how they help to run your company smoothly.

Read on to find out all you need to know.

https://accountancy-solutions.co.uk/balance-sheet-for-small-businesses/

17/04/2024

Great to be at the Swansea.com Stadium for today’s South Wales Safety Groups Alliance Conference.

Danial & David have been engaged with leading industry employers and individuals regarding support for training delivery.

We’ve also had the opportunity to listen to fascinating seminars from the likes of Health and Safety Executive and Stuart Hughes, IOSH president.

Thanks to the South Wales Safety Groups Alliance for an excellent exhibition!

When is the best time to begin preparation for your retirement? 🤔Right now! 🚨It’s never too early, or too late, to put t...
19/03/2024

When is the best time to begin preparation for your retirement? 🤔

Right now! 🚨

It’s never too early, or too late, to put things in place for your later years in life, so by beginning to form a plan for your pension today, you are giving yourself a brighter future.

🌐 www.cbkwales.co.uk/retirement-savings

People often aren’t fully aware of what services a financial adviser can offer. 💡🤝 Financial advisers are able to provid...
13/03/2024

People often aren’t fully aware of what services a financial adviser can offer. 💡🤝

Financial advisers are able to provide expertise in areas such as:

• Retirement planning
• Mortgage advice
• Investments
• Business to business
• Protect your family

And much more!

🌐www.cbkwales.co.uk

On 6 March, Chancellor of the Exchequer Jeremy Hunt delivered his Spring Budget to the House of Commons declaring it was...
08/03/2024

On 6 March, Chancellor of the Exchequer Jeremy Hunt delivered his Spring Budget to the House of Commons declaring it was “a Budget for long-term growth.”

The fiscal update included a number of new policy measures, such as a widely-anticipated reduction in National Insurance, abolition of the non-dom tax status and new savings products designed to encourage more people to invest in UK assets. The Chancellor said his policies would help build a “high wage, high skill economy” and deliver “more investment, more jobs, better public services and lower taxes.”

Further information on the budget can be found here:

www.cbkwales.co.uk/news

Dydd Gwyl Dewi Hapus, Happy St David’s Day! 🏴󠁧󠁢󠁷󠁬󠁳󠁿As a Welsh firm based in Wales, we are very proud of our heritage, so...
01/03/2024

Dydd Gwyl Dewi Hapus, Happy St David’s Day! 🏴󠁧󠁢󠁷󠁬󠁳󠁿

As a Welsh firm based in Wales, we are very proud of our heritage, so please join us in celebrating St David’s Day today.

🌐www.cbkwales.co.uk

Preparing to book your Summer holiday a bit earlier this year?☀️A break in the sun can sometimes be more expensive than ...
23/02/2024

Preparing to book your Summer holiday a bit earlier this year?☀️

A break in the sun can sometimes be more expensive than we anticipate, so because of this, it’s important to ensure you have your finances in order.

Don’t let the big summer spend come at a cost!

🌐www.cbkwales.co.uk

Address

Suite 3. Henley House. Queensway
Swansea
SA54DJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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