KBA company news – here’s your latest update from the KBA team

Every month, we share some highlights of what’s been happening in and around KBA.

Not to gloat, but this month all our Financial Planners proved just how wonderful they truly are by making it into VouchedFor’s coveted list of Top Rated Advisers 2024. And we’re up for Expert Business of the Year in the Southport Stars Awards.

Plus, find out how Laverne Picart and Hannah Needham celebrated International Women’s Day in style and made a splash in Cheshire Life.

Before we dive in and share all the juicy details, we raise a glass to Kerry Marias, who has been a fabulous member of the KBA family for two years.

Hold on tight, we’re going in…

We are Top Rated on VouchedFor

Every single one of our brilliant Financial Planners were delighted to be included in VouchedFor’s list of top-rated financial advice companies for 2024.

Sarah Hogan, David Parkinson, Gary Fletcher, and Joanne Hobson were all included in The Times and The Sunday Times Top Rated Adviser Guide 2024 with VouchedFor.

We couldn’t be prouder and we’re deeply grateful for our clients’ honest feedback, which helps us strive to be better every day. You can read all our reviews on VouchedFor and if you haven’t already left your feedback, please do.

Huge congratulations to our fantastic Financial Planners and, more importantly, thank you for your continued support.

Laverne Picart and Hannah Needham celebrated International Women’s Day in style

Friday 8 March was International Women’s Day, and Laverne and Hannah represented the wonderful women of KBA at the Cheshire Life Ladies Lunch.

Hosted at Mottram Hall, the lucky ladies enjoyed a great afternoon, with fantastic women, food and, of course, plenty of interesting conversations.

A massive thank you to Cheshire Life Magazine for the invitation and to Mottram Hall for hosting.

Make sure you keep your eyes peeled for Laverne and Hannah’s feature in Cheshire Life’s March magazine.

We’re up for another professional award

In exciting news, we’ve been nominated for the Expert Services Business of the Year award at the Southport Stars Awards 2024 🏆

There are more than 70 businesses in the running, and the last day of voting was Friday 5 April – so now we wait to see if we made it to the top spot.

Emma Bell is a top fundraiser

You may recall that Emma ran a 10k race at the beautiful Tatton Park on Saturday 9 March.

Running in aid of Brain Research UK – a charity dedicated to funding neurological research to achieve the greatest impact for people affected by neurological conditions – Emma did such an amazing job that she was a top 20% fundraiser, making her JustGiving page one of the most successful pages of the month!

More stories

13 May 2024 Uncategorized

KBA company news – here’s your latest update from the KBA team

Read more

13 May 2024 Uncategorized

Healthy habits that could reduce your risk of having a stroke

Read more

Top