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KBA FS Ltd · Financial Planning · Based in Nantwich
Company Profile
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.
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 01270 696293 to speak to one of the team or send us an email to info@kbafinancial.com.
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.
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 01270 696293 to speak to one of the team or send us an email to info@kbafinancial.com.
What We Do
We help clients and their families to achieve their life goals, happiness and financial freedom through effective financial and life planning.
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?
We look forward to helping you realise what's possible.
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?
We look forward to helping you realise what's possible.
Recent Activity
KBA FS Ltd posted a news article
Mortgage Payment Update November 2020
On 17 November the FCA confirmed guidance for homeowners struggling financially due to coronavirus. The mortgage payment holidays scheme, first announced in March and then extended in May, has been fu...
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On 17 November the FCA confirmed guidance for homeowners struggling financially due to coronavirus. The mortgage payment holidays scheme, first announced in March and then extended in May, has been fu...
Read more »
- November 19, 2020 12:04 pm
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KBA FS Ltd posted a news article
Getting mortgage-ready
Buying a home takes careful preparation and planning. As well as finding a property you like, you need to get your finances in good order before lenders review them and assess your ability to make rep...
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Buying a home takes careful preparation and planning. As well as finding a property you like, you need to get your finances in good order before lenders review them and assess your ability to make rep...
Read more »
KBA FS Ltd posted a news article
The Bank of...Granny and Grandad?
For many younger people struggling to get a foot on the property ladder, the Bank of Mum and Dad is the only option. With rent taking a huge chunk out of their income and the requirement for increasin...
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KBA FS Ltd posted a news article
What industries are the younger generation supporting and investing in?
What are millennials investing in?
It’s seems like every day you see another article in a newspaper about millennials ‘killing industries’ in recent times young people were said to have caused the d...
Read more »
What are millennials investing in?
It’s seems like every day you see another article in a newspaper about millennials ‘killing industries’ in recent times young people were said to have caused the d...
Read more »
KBA FS Ltd posted a blog.
Want to avoid retirement remorse?
Most people have a lot of different financial commitments and life can feel a bit like a financial juggling act. It can seem like saving in to a pension is just putting money away for the long-distant...
Read more »
Most people have a lot of different financial commitments and life can feel a bit like a financial juggling act. It can seem like saving in to a pension is just putting money away for the long-distant...
Read more »
KBA FS Ltd posted a blog.
Home insurance add-ons explained
The cover provided by a home insurance policy can vary depending on the insurer. You can usually ‘add-on’ extra cover for an additional cost. These optional extras allow you to tailor your policy to y...
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The cover provided by a home insurance policy can vary depending on the insurer. You can usually ‘add-on’ extra cover for an additional cost. These optional extras allow you to tailor your policy to y...
Read more »
KBA FS Ltd posted a blog.
Spreading the risk
Spreading the risk
Stock markets do not react well in times of uncertainty and the effects of the pandemic continue to pile pressure on financial markets worldwide. During periods of increased volat...
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Spreading the risk
Stock markets do not react well in times of uncertainty and the effects of the pandemic continue to pile pressure on financial markets worldwide. During periods of increased volat...
Read more »
KBA FS Ltd posted a blog.
COVID-19 affects retirement plans for over three million
Recent research shows 1 in 10 UK adults with a pension (and not yet retired) have reduced or stopped pension contributions because of Covid-19.
1 in 10 UK adults have reduced or stopped pension contr...
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1 in 10 UK adults have reduced or stopped pension contr...
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KBA FS Ltd posted a blog.
The world is changing – so should your insurance
The world is changing – so should your insurance
The world is changing rapidly in a way that nobody could ever have expected, meaning your personal and financial circumstances are likely to have cha...
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The world is changing – so should your insurance
The world is changing rapidly in a way that nobody could ever have expected, meaning your personal and financial circumstances are likely to have cha...
Read more »
KBA FS Ltd posted a news article
Lasting Powers of Attorney (LPA)
You may have already arranged a Will* to deal with matters in the event of your death, but have you considered what would happen if you became unable to handle your affairs while still alive?
Peace of...
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Peace of...
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Contact Details

01270696293

21 High Street, Nantwich, Cheshire, CW55AH
Opening Times
Monday
9am - 5pm
Tuesday
9am - 5pm
Wednesday
9am - 5pm
Thursday
9am - 5pm
Friday
9am - 5pm
Saturday
9am - 12 noon
Sunday
closed - closed