Laura Jones

Trainee Paraplanner

Professionally

Since joining KBA in 2016, Laura has been an integral part of our financial planning team, bringing dedication and expertise to everything she does. As a Trainee Paraplanner, she plays a vital role behind the scenes, supporting both advisers and clients with precision and care.

Laura’s responsibilities include conducting detailed research, preparing comprehensive reports, and assisting in the creation of bespoke financial plans tailored to meet each client’s unique needs. She is also currently working towards her CII Diploma qualification, further enhancing her knowledge and skills to provide even greater value to our clients.

Personally

Laura cherishes quality time with her family and loves creating lasting memories on days out and holidays with her partner, David, and their three children, Phoebe, Ashton, and Nancy. Whether it’s exploring new destinations or enjoying simple moments together, family is at the heart of everything Laura does.

On an ideal weekend, you can find me:

Relaxing in the mornings, then out and about with the kids. Then a good film and a drink or two in the evening.

My favourite holiday destination is:

Anywhere hot. I love the Canary Islands and the Caribbean.

The first album I bought was:

Five or Spice Girls - I was well into Girl Power!

If I could turn any activity into an Olympic sport, I would win a medal in:

Playing Catchphrase - it's a family thing which gets very competitive at Christmas!

When the dessert menu arrives, I’m looking for:

Rhubarb crumble and custard or cheesecake

The three qualities that draw me to new people are:

Humour, Straightforwardness and will sing on a karaoke when drunk

The best gift I’ve ever received is:

My daughter as she was born on my birthday

The three people at my dream dinner party would be:

Princess Diana, Tom Hanks, Will Ferrell

The three small things that make my day better are:

Family, laughter and food

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