Going through a major life event?
Major life events can change everything, including the way you think about your finances. Whether you’re navigating a separation or divorce, coping with the loss of a loved one, receiving an inheritance, selling a business, or supporting the next generation, these moments often bring important financial decisions that can feel overwhelming.
At KBA, we help clients make sense of their options during life’s most significant transitions. Our role is to provide clarity, guidance, and a structured financial plan that helps you move forward with confidence, whatever your circumstances.
For many people, major life changes can create new opportunities as well as new challenges. You may find yourself managing a larger investment portfolio, reviewing retirement plans, considering inheritance tax implications, or reassessing your long-term goals. Having expert advice at these times can help ensure important decisions are made with confidence and care.
Our team includes both male and female financial planners, all committed to providing advice with the sensitivity, understanding, and professionalism your situation deserves. We will work at your pace, taking the time to understand what matters most to you and helping you build a financial plan that supports the next chapter of your life.
Whatever you’re facing today, we’re here to help you look towards tomorrow with confidence.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP YOUR REPAYMENTS ON YOUR MORTGAGE.
Here’s how we help…
Helping with your immediate needs
We’ll work with you to address any immediate financial obligations you have, such as bills, mortgages and children. We aim to help to take away some of these early pressures, so you can feel less overwhelmed in these early days.
Understanding your pension options
Pensions can be complex, and you might be confused about what you have and what it all means. We can help explain the latest rules regarding your pension, and advise you on your options going forward, including what it means for your retirement.
Expert mortgage advice
If you’re moving out or selling your home, we can help you through the process of buying a new property. We’ll work out your borrowing capacity and explain the impact of different levels of deposit, equity and maintenance.
Collaborating with other professionals *
Depending on your situation, we can work with the likes of solicitors, mediators and accountants, providing our specialist expertise to ensure a smooth and collaborative process from beginning to end.
*The services promoted here are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. These services are not regulated by the Financial Conduct Authority.
Budgeting for the future
Budgeting is an important part of the process. We’ll use financial forecasting tools to understand how things like changes in inflation and benefits might impact you, then use the knowledge to inform your financial plan.
Reassurance and support
Above all, we’re here to be a helping hand throughout this challenging time. Whatever your needs, we’ll work through things at your pace to ensure that, when you’re ready, you’re able to get back on your feet.