Meetings can take place either remotely via Zoom or Teams or in one of our many offices across the North West and Cheshire.

We do not have on site parking at any of our offices. However, there are nearby car parks. Please visit https://www.youtube.com/@kbathefinancialplanningcompany for helpful travel and parking information.

No, the initial meeting is held at our expense.

Please bring some proof of ID and address, along with a recent pension or mortgage statement you’d like us to take a look at.

For full financial planning we recommend a minimum of an hour and a half, depending on the complexity of your situation. For mortgages we recommend an hour.

No – the initial meeting is a chance for us to get to know each other better and decide whether we want to work together. There’s no obligation!

Just send us a message via our contact form or call the office and we’ll be happy to arrange it for you.

No, we are part of the Openwork Partnership, one of the UK’s largest and longest-established financial advice and investment companies. We operate a restricted model with a range of providers, which allows us to tailor a financial strategy to your needs.

Yes, we’re regulated by the Financial Conduct Authority. You can view our entry on the FCA register here.

Yes, we have a central team with Openwork that specialises in this area – just get in touch and we’ll be happy to help.

We very much operate with a team approach, so you will likely have multiple advisers available to assist you, and we always ensure succession plans are in place.

We do not charge VAT.

You’re never tied in when it comes to working with us, so you can discontinue at any time.