KBA Financial | Start your journey to financial independence

Helping People Have Better Lives

We provide award-winning financial advice that ensures the money outlives the people.

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?

Jane Waugh

Simon Emerton

Leanne Ridings

Nirvana Joy

Paul Brooking

Julie Mangion

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

97%

of our clients would recommend us to other people

97%

of our clients believe working with us has helped them achieve their goals

93%

of our mortgage clients would come back to us for their next mortgage

Meet the team

View all

Sarah Hogan

Company Director and Chartered Financial Planner

Jack Leatherland

Operations Director

Emma Bell

Events & Marketing Executive

Karen Fogg

Operations Lead

Maura Baines

Paraplanning Lead

James Nelson

Operations Assistant

Sara Malheiro

Operations Assistant

Emily Bartley

Paraplanner

Beccy Brooks

Trainee Paraplanner

Laura Jones

Trainee Paraplanner

Sarah Tate

Client Support

CLAIRE SHERLOCK

Executive Assistant to Sarah Hogan

Jane Catterall

Client Support

Howard Bartley

the Founding Father of Howard Bartley Financial

Garry Lomon

Financial Planner

Ken Bates

The Founding Father of KBA

David Parkinson

Financial Planner

Elysia Walsh

Financial Planner

Mollie Scotson

Client Support

Cheryl Clarke

Agency Manager

Gary Fletcher

Financial Planner

Hannah Needham

Financial Planner

Mandy Mycock

Customer Consultant

Kasim Ikhlaq

Client Support

Ciara Fitzgerald-Nolan

Client Support

Matt Marsh

Trainee Financial Planner

Melissa Wright

Customer Consultant

Steven Bill

Agency Manager

Emma Hull

Customer Consultant

Milly Gresty

Customer Consultant

Lisa Roberts

Customer Consultant

Katie Conroy

Customer Consultant

Julie Leeson

Customer Consultant

Andrew Sumner

Customer Consultant

Joe Webster

Customer Consultant

Iona Allinson

Customer Consultant

Nicola Rhodes

Customer Consultant

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 Planners.

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