KBA Financial
KBA Financial is a financial planning practice with multiple offices across the North-West and Cheshire. They assist individuals in understanding their life goals and creating financial plans to achieve them.
- Mortgage advice
- Legacy planning
- Investment advice
- Financial planning
- Retirement planning
Locations
Digital Popularity
Popularity over time
Competitors
Co-Navigate is a financial planning firm based in Gosforth, Newcastle, dedicated to guiding clients on their financial journeys.
Blueberry Financial is a boutique financial planning firm based in Ascot, Berkshire.
Harris Begley Financial Planning offers a holistic approach to financial planning, providing a comprehensive range of services to help clients achieve their financial and life goals.
Ellis Davies Financial Planning is a financial advisory firm that helps clients achieve their financial goals and live life to the fullest.
Company Details
KBA Financial is operated by Kba FS Limited and is a Active company incorporated on 24 July 2013 with the registered office located in Leigh, Greater Manchester. Kba FS Limited was registered 12 years ago.
Status
Active
Size
Micro
Directors
1
Age
12 years old
Employees
38
Turnover
Unreported
Total Assets
£943.19K
Cash in Bank
£306.6K
Total Liabilities
-£662.06K
Teams
31
22
13
11
4
3
4
Operations Director • Joined Jan 2022
Director • Joined Feb 2007
Area Manager • Joined Oct 2022
Client Manager • Joined Jun 2017
Client Manager • Joined May 2018
Agency Manager • Joined Feb 2024
Agency Manager • Joined Oct 2019
Events & Marketing Executive • Joined May 2022
Client Account Manager For Pensions & Investments • Joined May 2006
Mortgage Administrator • Joined Jun 2020
Operations Director • Joined Jan 2022
Director • Joined Feb 2007
Area Manager • Joined Oct 2022
Agency Manager • Joined Feb 2024
Agency Manager • Joined Oct 2019
Senior Client Administrator • Joined Jul 2024
Customer Consultant • Joined May 2022
Customer Consultant • Joined Oct 2021
Customer Consultant • Joined Nov 2023
Customer Consultant • Joined Feb 2023
Mortgage Administrator • Joined Jun 2020
Financial Advisor • Joined Feb 2018
Financial Adviser • Joined Apr 2015
Trainee Paraplanner • Joined Dec 2016
Trainee Paraplanner • Joined May 2018
Trainee Paraplanner
Financial Planner • Joined Jun 2023
Paraplanner • Joined Feb 2023
Financial Planner • Joined Sep 2022
Trainee Paraplanner • Joined May 2024
Client Manager • Joined Jun 2017
Client Manager • Joined May 2018
Senior Client Administrator • Joined Jul 2024
Customer Support Administrator
Customer Consultant • Joined May 2022
Customer Consultant • Joined Oct 2021
Customer Consultant • Joined Nov 2023
Customer Consultant • Joined Feb 2023
Customer Service Consultant • Joined Aug 2022
Customer Service Consultant
Agency Manager • Joined Feb 2024
Agency Manager • Joined Oct 2019
Events & Marketing Executive • Joined May 2022
Client Support • Joined Aug 2012
Customer Support Administrator
Operations Assistant • Joined Oct 2023
Client Support • Joined Oct 2023
Client Account Manager For Pensions & Investments • Joined May 2006
Employee
Client Suport • Joined Jun 2023
Experienced Financial Planning Administration Support • Joined Feb 2024
View 31 members