Every month, we share some highlights of what’s been happening in and around KBA.
This month, our Company Director, Sarah Hogan celebrates 19 years on the team, supporting KBA clients while growing the business to what it’s become today. Alongside Sarah’s work anniversary, four other fabulous team mates are also celebrating:
🎉 Jack Leatherland, four years
🎉 Maura Baines, three years
🎉 Milly Gresty two years
🎉 Katie Conroy, one year.
KBA The Financial Planning Company is 25 this year – get a sneak preview for how we’ll be celebrating below. Plus, we’ve done it again – read about the latest round of success for KBA’s team of incredible Financial Planners. Finally, discover why Karen Fogg’s new venture has made us very happy guinea pigs.
Sarah Hogan, David Parkinson, Gary Fletcher and Hannah Needham all qualified for VouchedFor Top Rated Adviser 2026
Huge congratulations to all four of our Financial Planners – Sarah, David, Gary, and Hannah – on achieving Top Rated Adviser status, again!
This recognition reflects the continued dedication of each of our Financial Planners, rewarding consistent delivery of outstanding advice and exceptional client service.
Sarah, David, and Gary are all seasoned VouchedFor Top Rated Advisers, and have made the list for several consecutive years. Meanwhile, this is the second year in a row that Hannah’s made the coveted list.
This success is all down to you and your generous testimonials about the work we do for you. In fact, you’ve helped us achieve an impressive rating of 4.9 out of 5, based on 357 testimonials.
Click here to read our reviews and see what clients have said about working with us.
If you haven’t left us a review yet, or it’s been a while since you’ve written one, click on your adviser’s name below and follow the simple steps to do so. Your support could help us make the VouchedFor Top Rated guide again next time.
Thank you so much to all our brilliant clients, your support means the world to us.
Celebrating 25 Years of KBA
2026 marks 25 years of KBA. While some of our advisers have worked together in financial services for more than 40 years, KBA itself was officially formed as a partnership in 2001, and we’re incredibly proud of how the business has grown since then.
Throughout the year, we’ll be marking this milestone in a number of ways, taking time to reflect on our journey, celebrating the people who have been part of it, and looking ahead to the future.
25 acts of kindness
As part of our anniversary year, we’ll be sharing at least 25 acts of kindness. Giving back has always been a big part of who we are, and during 2026 we’ll be getting out into the community to support causes close to our hearts. Watch this space for updates about our volunteering, financial education, and a few surprise gestures along the way.
25 client stories
We believe great financial planning can change lives, and the work we do at KBA is all about you.
Throughout 2026, we’ll be sharing a series of client stories to showcase how financial planning has helped people achieve their goals and enjoy greater financial security. These stories will be shared on our website, in newsletters, and on LinkedIn.
If you would like to share your story please reach out to emma.bell@kbafinancial.com.
Celebrating the team
None of what we do would be possible without our incredible team. Over the coming months, we’ll also be recognising key milestones, reflecting on memorable moments, and sharing stories that capture the spirit and values of KBA.
Karen Fogg is baking up a storm
We’re so excited about Karen’s new venture, – Sophanna Bakes.
A place for delicious, freshly baked cookies made with love and quality ingredients, the business – named for her two granddaughters, Sophie and Anna – launched in January.
To give you an idea of what you can expect, here’s a box of lovingly crafted Valentine’s Day cookies – perfect for sharing with someone special (or treating yourself!).
If you’d like to learn more or place an order for an upcoming event, visit the Sophanna Bakes Facebook page, or email enquiries.sophannabakes@gmail.com – all orders can be collected direct from Karen, who lives in Astley.
Having taste-tested several batches, we can promise you’ll love them! ❤️