Helping People Have Better Lives

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

Worried About an Inheritance Tax Problem? Use Our Complimentary Inheritance Tax Calculator to Find Out in Minutes.

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
KBA FS Limited profile

Proud to be a VouchedFor Top Rated Firm 2025 ⭐

We’re delighted to have been recognised as a Top Rated Firm 2025 on VouchedFor, the UK’s leading independent review platform for financial and mortgage advisers.

This recognition is based entirely on verified client feedback, and it reflects the trust our clients place in us every day.

Click the badge to see what people are saying about their experience with our team, and why so many choose KBA for financial planning that truly makes a difference.

Top

KBA Financial
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.