Sarah has been in the industry since 2007, starting out as a mortgage and protection specialist and advancing to Financial Planning consultant in 2010. Sarah is a Chartered Financial Planner and Fellow of the Personal Finance Society. Sarah has been named in the 'Top 35 under 35 Rising Stars' by CityWire for 2016 and in the 'Top 25 Female Financial Advisers 2015' by the Financial Times, Sarah won Top Female Financial Adviser Northwest in 2019 and Top Team Leader UK 2019 at the Women in Financial Advice Awards.

Sarah specialises in making complex financial matters seem more straightforward. She helps her clients through the use of cashflow forecasting and by ensuring she has a good understanding of their needs and goals, helps them to make the right decisions for their financial future.

Sarah specialises in dealing with professionals, inheritance tax and the corporate sector for more complex financial planning. She also specialises in areas such as divorce and estate planning.

Sarah's interests include travelling, spending time with family, particularly her two daughters and raising money for different charities, both locally, nationally and internationally, Sarah is on the Fundraising Committee for the Openwork Foundation and is also on the UK Committee for the Million Dollar Round Table, an organisation of top Financial Advisers Worldwide. She enjoys a challenge and tries to live life to the full.

Ken has been in industry since 1987, starting his career with Allied Dunbar. He set up KBA originally as a sole trader in 2001 and has progressed the business alongside Sarah to present day. He has now retired from advising clients. But is still an integral part of the business. Mainly involved in training and development of new advisers.

Ken is an avid golfer and enjoys travelling and spending time with his partner, Wendy and his grandchildren.

Elysia has been in the industry since 2009 and joined the KBA team in 2015. Elysia specialises in all areas of financial advice and helps clients to reach their goals using the latest technology for cashflow forecasting. She specialises in looking after young professionals and entrepreneurs that will be the business people of the future.

Elysia enjoys raising money for charities close to her heart, spending time with family, tap dancing and travelling.

Dave has been with KBA since Ken started the business in 2001 and worked with Allied Dunbar previous to that. As a full Financial Planning Consultant Dave deals with all aspects of financial advice and builds his business predominantly through referrals due to the exceptional service he provides to his clients. Dave takes an active role in training new recruits and is a credit to KBA.

Dave is an avid football supporter and watches his local team regularly. He loves to travel and to spend time with his family and partner, Julie. He has also recently become a Grandad.

Garry has worked in the industry for 40 years with companies such as the Prudential, Bupa and Friends Life before joining KBA in 2007. He is a member of the personal finance society and is Level 4 qualified in Financial planning through the CII. Garry's speciality is Pensions and Retirement planning and he enjoys helping his clients reach their retirement goals.

Garry is also a football fan and is a drummer in a local band. He enjoys visiting his family and his first grandchild and spending time with his wife, Lyn.

Dan has worked in financial services since leaving university and joined KBA as a trainee financial advisor in June 2018. Dan recently qualified to give advice on all areas of financial planning including pensions, investments and protection. Dan utilises cashflow modelling tools to help clients visualise what they can achieve throughout their financial life cycle.

A proud Yorkshireman and avid sports fan. He loves travelling and seeing new parts of the world having already explored Asia, Australia and NZ. Dan plays semi-professional rugby and enjoys playing golf throughout the summer, partial to a G and T on the weekends as well.

Joanne has been in financial services since graduating from university in 2003. She started out as a mortgage and protection adviser and became a Financial Planning consultant in 2009. Joanne is able to give advice on all areas of financial planning including pensions and investments. She enjoys helping her clients meeting their long term financial goals and objectives by working closely together with them.

Joanne enjoys spending time with her partner Tom and 1 year old son Harrison. Her passion is travelling to new places and trying new experiences.

Lauren joined KBA in October 2019 as a Trainee Financial Adviser having worked in previous roles in account management and business development. She is currently working towards her Diploma after which she will become a full financial planning consultant.

Lauren enjoys planning charity events, spending time on the beach in Abersoch with friends and family and watching her two boys play football for Nantwich Town FC.

Tom joined KBA in July 2017 as part of his degree, he now holds a First Class Honours degree in Accounting and Finance from Manchester Metropolitan University and is Level 4 Qualified in Financial Planning and is working towards becoming a Chartered Financial Planner. Tom specialises in pensions, investments and protection and utilises cash flow modelling to help his clients visualise their financial future. He ensures he understands his client’s short and long term life and financial goals and develops a plan individual to each client that is reviewed regularly to achieve their goals.

Tom enjoys attending live music and sports events and has a keen interest in boxing and mixed martial arts. He also enjoys spending time and travelling to new places with his partner Maisie.

Karen has worked at KBA since 2003 and has progressed from General Admin to overseeing the mortgage administration process and more recently advancing into Office Manager and co-ordinator role.

Her role now is to assist our CEO in the day to day running of the business to ensure the business runs as smoothly as possible and to also free up the CEO to do the strategy, training and look after her clients. She work’s alongside our co-sourcing partners in HR, accounts and bookkeeping and IT to ensure we have everything in place we need to run a great business and grow a great team.

Karen loves watching Rugby League and follows Warrington Wolves along with her husband and daughters. Her other love is Disney and she enjoys visiting Disney World with other members of her family.

Beccy has been with the KBA team since 2006. She started with the company as a receptionist and has progressed her knowledge to specialise in supporting the pensions and investment advisers. She is currently working towards the CII Diploma qualification. Beccy is technically minded and enjoys the more complicated advice that we specialise in. She is a perfectionist and enjoys dealing with our financial planning clients and ensuring that any recommendations are processed as smoothly and efficiently as possible.

Beccy has recently married, she enjoys spending time with family, particularly her two children Brody & Holly and her husband Carl. She enjoys holidays abroad & weekends away with family and friends, sampling new restaurants and visiting new places.

Sarah has been with KBA since 2012. She has progressed through this time from general administration to Protection Administration Consultant. Sarah looks after our clients protection requirements ensuring that applications progress smoothly, liasing with Doctors and helping clients complete any paperwork. She also deals with the business protection clients ensuring that's schemes are set up in a correct way and in an efficient manner.

Sarah enjoys spending time with her husband Matt and their son Travis & daughter Addison. She enjoys music and likes to attend concerts, she likes to travel to new places.

Laura joined the KBA team in December 2016. She started with the company in the accounts departments and has progressed to specialise in supporting the pensions and investments advisers. She is currently working towards the CII Diploma qualification.

She enjoys spending time with her daughter Phoebe and enjoying life to the full.

James joined the KBA team in May 2018 as a Trainee Paraplanner supporting the pension & investment advisers, and dealing with clients assets on our investment platform.

James loves football and supports Manchester United, He enjoys walks with his dog, Cody, socialising with friends and family and travelling to new places and living life to the full.

Jane joined KBA in June 2020 as a Mortgage Administrator. She has spent the last 32 years working in Manchester for Co-operative Insurance and Aviva, 25 years in Administration and 7 years as a Commercial Underwriter.

Jane enjoys spending time with her family and has recently become a Grandma. She enjoys decorating, DIY, cooking and sampling new restaurants with friends & family.