Welcome to KBA FS Ltd
KBA FS Ltd specialise in helping clients through the financial life cycle, whether that be through mortgages, planning for retirement, university fees, personal investments, wealth management or protecting their assets, families and businesses.
For our corporate clients and SME's we help our clients to ensure their businesses and families are protected in the event of death, illness or loss of a key person. We also help to set up company pension schemes and advise on investments for the corporate sector.
Having been in the industry since 1987 we have ﬁrst hand experience of the changing world and how it can affect our clients in the long term.
We use a range of market leading tools to guide our clients towards their goals and help them to visualise not only what that will look like but which other scenarios there may be to consider, what shortfalls there may be and what obstacles might stand in their way.
We work very closely with our clients to ensure they receive the best service and advice in whichever area of financial advice they require.
What are your aspirations for the future? For your retirement? Have you thought about how your family or business would cope ﬁnancially if you weren't there? Will your children be able to get on the property ladder in the future?
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 advisers to put your mind at ease that you are heading in the right direction.
Contact us now on 01942 265 866 to speak to one of the team or complete the contact forms online.
We look forward to hearing from you soon and starting the journey with you towards your financial future.