Cilbenrick is a Swansea-based financial management consultancy that provides in-depth, independent financial planning advice to business owners and private clients. By focusing on helping clients to understand where they stand, Cilbenrick applies a refreshing approach to financial planning and helps clients to achieve greater financial independence and security.

Update Share

Finacial Management Consultants Report

Choosing the right financial planner or investment adviser is extremely important, as together you will make some very important decisions which can have a profound effect on both your financial future and your lifestyle. We hope that the contents of this website therefore help you with that decision and that you draw from it a positive feeling about who we are and how we can help.

Financial Planning Report

Cilbenrick's Financial Management Programme is a step-by-step process designed to help you manage your financial affairs. The programme consists of up to five individual modules, each of which addresses a different area of your financial planning. The outcome of the programme is a financial plan that protects and enhances your wealth and helps you to achieve your desired lifestyle.

Investment Advice Report

We understand that investment gains and losses equate, in reality, to our clients' standards of living; the stability of their retirements; and their ability to provide for their families as they would hope to do so. Our investment philosophy, and the methods that we apply, have therefore been given very careful consideration and are based on sound investment principles with portfolios reviewed regularly to ensure that they fulfil our clients' expectations.We will assess your capacity for loss, investment time horizon, attitudes to risk and your knowledge & experience of investing, to ensure that our investment advice is appropriate.

Consultants Report

With over 25 years' experience in financial services, Julian formed Cilbenrick in 2004 and developed the Financial Management Programme to provide clients with access to a unique step-by-step approach to their financial planning. Julian has moved away from giving investment advice to focus on helping clients to create financial plans which help them to plan, achieve and then protect their desired lifestyles.

Contact Report

Please get in touch if you would like to arrange a meeting or to raise any questions that you may have. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.

Be the first to review Cilbenrick.

Write a Review