Helping People Have Better Lives

We provide award-winning financial advice that turns complexity into simplicity, helping people live the best lives they can. Let's realise what's possible.

Are you…

Thinking of retiring?

Already retired?

A business owner?

Going through a major life event?

Looking for a mortgage?

Leaving a legacy?

Growing your investments?

Starting your financial journey?

Simon Emerton

Leanne Ridings

Nirvana Joy

Julie Mangion

Jane Waugh

Paul Brooking

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more
of our clients would recommend us to other people
of our clients believe working with us has helped them achieve their goals
of our mortgage clients would come back to us for their next mortgage
KBA FS Limited profile

Find us on Vouched for

We come highly rated on VouchedFor, the UK’s leading independent review site for financial advisers, mortgage advisers and accountants. Click on the badge to read some of the reviews our clients have left for our Financial Planning Consultant’s.