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…
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
Sarah Hogan
CEO and Chartered Financial Planner
Jack Leatherland
Operations Director
Ken Bates
The Founding Father of KBA
Karen Fogg
Strategic Assistant
Beccy Brooks
Admin Manager
Emma Bell
Events & Marketing Executive
Laura Jones
Trainee Paraplanner
Rachel Hatton
Trainee Paraplanner
Sarah Tate
Protection Administrator
Jane Catterall
Mortgage Administrator
James Nelson
Admin Support
Deborah Taylor
Admin Support
Garry Lomon
Financial Planning Consultant
David Parkinson
Financial Planning Consultant
Elysia Walsh
Financial Planning Consultant
Tom Kennedy
Financial Planning Consultant
Joanne Hobson
Financial Planning Consultant
Chris Scott
Financial Planning Consultant
Hannah Needham
Junior Financial Planning Consultant
Cheryl Clarke
Team Leader
Mandy Mycock
Customer Consultant
Courtney Collings
Customer Consultant
Leyna Shuter
Team Leader
Anne Green
Customer Consultant
Emma Hull
Customer Consultant
Fin Cottam
Customer consultant