Every month, we share some highlights of what’s been happening in and around KBA.
This month, discover why you should pop out and buy a copy of the Times today (Saturday 21 March), plus find out what’s been keeping Sarah Hogan and Jack Leatherland busy behind the scenes. And finally, if you’re concerned about a potential Inheritance Tax (IHT) bill eating into the legacy you leave to your loved ones, our next webinar is for you.
As for work anniversaries, Joe Webster has been supporting clients and customers at our Southport Agency for three strong years and our Events & Marketing Executive, Emma Bell has been with us for a fabulous five years.
Listed as a VouchedFor Top Rated Firm, spot our name in the Times today – Saturday 21 March
We’re delighted to feature in VouchedFor’s 2026 Top Rated Guide. Distributed in the print copy of the Times today (Saturday 21 March 2026), the guide celebrates the best financial advice firms in the UK.
VouchedFor is a highly respected review platform for financial advisers and planners that allows clients to leave honest feedback. All reviews are verified, and negative comments are never edited, so those seeking financial advice know they can rely on the details.
As you can imagine, achieving Top Rated Firm status for the second consecutive year is an incredible honour. The accolade also reflects the expertise, dedication, and commitment of every single member of our team.
Because results are based entirely on client reviews, when we say “we couldn’t have done it without you” we really mean it. Thank you – your trust and feedback mean everything to us.
So far, we’ve received more than 365 reviews on VouchedFor and an overall rating of 4.9 out of 5.
See what people have said about working with us on the KBA VouchedFor page. If you’re yet to share your experience, please select your Financial Planner and let us know how they have helped you.
A massive “thank you” for your continued support from the whole KBA team ⭐
Sarah Hogan and Jack Leatherland are committed to making KBA even bigger and better
For the last three years, Sarah and Jack have received invaluable coaching and support to make KBA a lean, mean financial services company.
Never satisfied with a “that’ll do” attitude, the pair signed up to a three-year programme: Uncover Your Business Potential. Run by Brett Davidson, the course helped Sarah and Jack understand more about how to make KBA run like clockwork.
Over the last three years, she and Jack have learned to:
- Step back to work on the business, not just in it
- Challenge themselves by asking uncomfortable questions
- Make better decisions with greater clarity.
Initially signing up after hearing rave reviews, Sarah hoped the training would help her find opportunities to support the team to perform better, resulting in improved outcomes for more clients.
Posting on LinkedIn, Sarah said: “KBA today is stronger, more intentional, and more scalable because of the thinking, structure, and discipline this programme has reinforced.”
“When I started, I thought it would be about strategy and numbers,” Sarah says. “But more than that, it was also about having the courage to build the business we actually want, rather than simply accepting the one that evolves by default.”
Now we look forward to continuing to put all our learning into practice and are excited to look ahead to what the next three years may hold for the company.
Worried about an Inheritance Tax bill eroding your legacy? Sign up to our next webinar
With asset values continuing to rise and frozen allowances failing to keep pace, Inheritance Tax (IHT) is a growing concern for many families.
If you’re worried that an IHT charge will reduce the amount of money you leave to your family, the KBA Adviser Team is holding a webinar dedicated to the topic.
- When: Monday 20 April at 6 pm
- Where: Zoom, register your interest here
Join the practical and informative session to discover:
- How IHT works
- Steps you could take to help reduce a potential IHT bill
- Ways to protect more of your wealth for future generations.
From understanding how IHT may affect your family to key allowances, reliefs, and practical planning strategies, the webinar will help you to plan for the future with confidence.
If you can’t attend, simply register and we’ll send you the complete recording, so you can watch at your leisure.
Please note
HM Revenue and Customs’ practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Approved by The Openwork Partnership on 10/03/2026.