KBA Financial | Start your journey to financial independence

Start your journey to financial independence

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

Jane Waugh

Paul Brooking

Nirvana Joy

Leanne Ridings

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

Leyna Shuter

Area Manager

Ken Bates

The Founding Father of KBA

Karen Fogg

Strategic Assistant

Beccy Brooks

Client Support Manager

Emma Bell

Events & Marketing Executive

Emily Bartley

Paraplanner

Laura Jones

Trainee Paraplanner

Rachel Hatton

Trainee Paraplanner

Sarah Tate

Protection Administrator

Jane Catterall

Mortgage Administrator

James Nelson

Client Support

Deborah Taylor

Client Support

Howard Bartley

Financial Planning Consultant

Garry Lomon

Financial Planning Consultant

David Parkinson

Financial Planning Consultant

Elysia Walsh

Financial Planning Consultant

Joanne Hobson

Financial Planning Consultant

Wunmi David

Client Support

Mollie Scotson

Client Support Apprentice

Cheryl Clarke

Team Leader

Gary Fletcher

Financial Planning Consultant

Hannah Needham

Junior Financial Planning Consultant

Sam Lenthall

Trainee Financial Planning Consultant

Mandy Mycock

Customer Consultant

Courtney Collings

Customer Consultant

Kerry Lee Marais

Customer consultant

Emma Hull

Customer Consultant

Fin Cottam

Customer consultant

Ria Milford

Team Leader

Lisa Roberts

Customer Consultant

Angela Mckenzie

Customer Consultant

Jaymee Stone

Customer Consultant

Susan Bennett

Customer Consultant

Julie Leeson

Customer Consultant

Andrew Sumner

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 planners.

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