KBA FS Ltd celebrated its Executive Assistant Claire's two-year anniversary.

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. KBA The Financial Planning Company is a trading style of KBA FS Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 11/08/2026.