About us
We’re an award-winning financial planning practice with offices in Greater Manchester, South Cheshire and Central London. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
Our Values
Our values shape who we are as a business and how we act. We can separate them into three clear areas…
Our clients
We want our clients to live the best lives they can. That means helping them reach their own version of financial independence and achieve their goals.
Our employees
We want our employees to enjoy their work and reach their potential. We’re committed to helping them develop and realise their dreams.
Our social responsibility
We believe in giving back. We engage with both local and national charities, communities and events to help make a difference where we can.
Meet the team
Sarah Hogan
CEO and Chartered Financial Planner
Ken Bates
The Founding Father of KBA
Beccy Brooks
Admin Manager
Cheryl Clarke
Team Leader
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
Strategic Assistant
Laura Jones
Pensions and Investments Paraplanner
Sarah Tate
Protection Administrator
Mandy Mycock
Customer Consultant
Tom Kennedy
Financial Planning Consultant
Rachel Hatton
Admin Support