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.
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Meet the team
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
Executive Assistant
Beccy Brooks
Client Support Manager
Emma Bell
Events & Marketing Executive
Emily Bartley
Paraplanner
Maura Baines
Paraplanner
Laura Jones
Trainee Paraplanner
Rachel Hatton
Client Support
Sarah Tate
Client Support
Jane Catterall
Client Support
James Nelson
Operations Assistant
Howard Bartley
Financial Planner - Servicing
Garry Lomon
Financial Planner - Servicing
David Parkinson
Financial Planner - Bury
Elysia Walsh
Financial Planner - Leigh
Joanne Hobson
Financial Planner - Manchester
Matt Marsh
Client Support
Wunmi David
Client Support
Mollie Scotson
Client Support Apprentice
Cheryl Clarke
Team Leader
Gary Fletcher
Financial Planner - Southport
Hannah Needham
Financial Planner - Bury
Mandy Mycock
Customer Consultant
Philip Robinson
Financial Planner - Nantwich
Kerry Lee Marais
Customer consultant
Laverne Picart
Financial Planner - Manchester
Helen Sage
Customer Consultant
Emma Hull
Customer Consultant
Melissa Wright
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
Joe Webster
Customer Consultant
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