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.

It’s five years since we opened our first Yorkshire Building Society agency in Nantwich, Karen Fogg committed to walking 100 miles in a single month, and Matt Marsh celebrates more exam success.

Read all about it right here…

Matt Marsh has gained his Financial Planning Diploma

It’s always great when KBA team members enjoy exam success, and this month, we’re thrilled that Matt Marsh passed his sixth and final RO6 exam!

This incredible achievement means that Matt has officially earned his Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

You may recall reading about how hard Matt’s been working to secure his diploma. Indeed, he’s worked tirelessly to achieve this first important qualification since joining us just 18 months ago.

Matt’s dedication and determination have well and truly paid off. ⭐️

We’ll be sure to keep you posted of Matt’s future career successes, of which there’s bound to be many.

Celebrating 5 fantastic years on Nantwich High Street

Saturday 26 October marked five years of having a high-street presence in Nantwich.

We celebrated all day on Friday, serving loyal customers and curious passersby complimentary coffee and, of course, lots of delicious cake – because a birthday celebration wouldn’t be the same without it!

This anniversary means that our Agency Manager, Cheryl Clarke has also been with us for five years.

Cheryl joined us when we embarked on our very first joint venture with Yorkshire Building Society in 2019, and she’s been a key part of our success ever since. 🥂

Karen Fogg walked 100 miles to raise funds for her favourite charity

To raise money for Breast Cancer Now, and in memory of her Auntie Christine and a close friend who has been battling with breast cancer for a couple of years, Karen committed to walking 100 miles in October.

Despite the wet weather, a few days away with work, and then getting poorly, Karen marched on regardless, missing only a couple of days of walking.

Often managing between one and two miles a day during the working week, Karen went the extra miles, quite literally, on the weekends.

Raising her £300 target, Karen is chuffed to bits with her achievement and plans to continue to fit a regular walk into her day.

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