At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”. That relates to our clients and customers, our team and our local communities.
 
For our clients, we specialise in helping them reach their financial goals through providing them powerful financial and lifestyle plans alongside a cashflow forecast. We help them with personal and corporate financial planning in the areas of planning for retirement, savings and investment management, protecting your income and your legacy, estate and inheritance tax planning including business property relief and agricultural relief and also mortgage advice. We also specialise in corporate advice for company pensions and protecting your business and your financial future. We pride ourselves on creating financial plans and cashflow forecasts and not just looking at the products so you can make an informed decision on the impact of any financial decision and ensure your future is secure and you are clear about where you are going. 
 
Having been in the industry since 1987, we have first-hand experience of the ever-changing world and how it can affect our clients in the long term. We will discuss with you ‘What are your aspirations for the future? For your retirement? Have you thought about how your family or business would cope financially if you were not there? Will your children be able to get on the property ladder in the future?’ 
 
As well as running our core business as KBA The Financial Planning Company we also look after three Yorkshire Building Society Agencies, in Nantwich, Bury and Southport. As an agency for YBS we’re here to help more people save for the things that matter and buy their own home. 
 
Financial Planning is never straight forward, and everyone's circumstances are different so why not take advantage of a financial review and get acquainted with one of our Financial Planners to put your mind at ease


Investment Management

Personal Finance

Retirement

KBA FS Ltd

Sarah Hogan

Emma Bell

Hannah Needham Dippfs

Gary Fletcher

Melissa Wright

David Parkinson

KBA FS Ltd

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