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?

Paul Brooking

Nirvana Joy

Leanne Ridings

Simon Emerton

Jane Waugh

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

CEO and Chartered Financial Planner

Ken Bates

The Founding Father of KBA

Beccy Brooks

Pensions and Investments Paraplanner

Cheryl Clarke

Customer Consultant

Chris Scott

Financial Planning Consultant

David Parkinson

Financial Planning Consultant

Elysia Walsh

Financial Planning Consultant

Emma Bell

Customer Consultant

Garry Lomon

Financial Planning Consultant

James Nelson

Wills and Trusts Administrator

Jane Catterall

Mortgage Administrator

Jess Wheildon

Trainee Paraplanner

Joanne Hobson

Financial Planning Consultant

Karen Fogg

Office Manager

Laura Jones

Pensions and Investments Paraplanner

Sarah Tate

Protection Administrator

Tom Kennedy

Financial Planning Consultant

Suzanne Davies

Customer Consultant

Rachel Hatton

Admin Support

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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