About us
We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. 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
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
Trainee Paraplanner
Sarah Tate
Client Support
Jane Catterall
Client Support
James Nelson
Client Support
Deborah Taylor
Client Support
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
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
Kerry Lee Marais
Customer consultant
Helen Sage
Customer Consultant
Emma Hull
Customer Consultant
Melissa Wright
Customer Consultant
Fin Cottam
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