KBA FS Ltd

31 Lord Street, WN7 1AB

4.8 11 reviews

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31 Lord Street, WN7 1AB

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Investment market update: February 2023

23rd March 2023 by KBA FS Ltd
Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease. However, there is still a risk that economies could fall into a recession in 2023. Read on to find out what influenced the markets in February 2023. As an investor, remember to focus on your

Earth Day 2023: Small but powerful ways you can improve the environment

23rd March 2023 by KBA FS Ltd
Every year on 22 April, people around the world mark Earth Day to demonstrate their support for environmental protection. If you want to be a part of the day this year, here are some things you can do to reduce the impact you have on the natural world. The first Earth Day was in 1970

5 fun ideas for keeping children entertained this Easter

23rd March 2023 by KBA FS Ltd
It seems barely any time has passed since the last school holiday, but the Easter break is just around the corner. If you have children to entertain over the holiday, making plans can ease the pressure. Here are five fun ways to spend time together this spring. 1. Search for a local Easter egg hunt

Explained: The 4 main asset classes that could form part of your portfolio

23rd March 2023 by KBA FS Ltd
You may have come across the term “asset class” when reviewing your finances or investing, but what does it mean? And which asset class suits your goals? In finance, asset class is often used to describe a group of investments that are similar and are subject to the same regulations. There are four main asset

Explained: How pension tax relief works and boosts your retirement savings

23rd March 2023 by KBA FS Ltd
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement. In fact, according to a report in the Telegraph, higher- and additional-rate taxpayers could have missed out on

Soaring inflation drives up retirement costs by almost 20% in just a year

23rd March 2023 by KBA FS Ltd
High inflation means retirees could need to increase their budget by almost 20% to maintain the same lifestyle, research suggests. If you’re drawing an income from your pension, it’s vital you understand whether withdrawing more is sustainable. The UK experienced high inflation throughout much of 2022, and inflation remains above the Bank of England’s target

All the winners and losers from the 2023 spring Budget

15th March 2023 by KBA FS Ltd
Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November 2022 aimed at calming the markets. Having taken “difficult decisions to deliver stability and sound

Your spring Budget update – the key news from the chancellor’s statement

15th March 2023 by KBA FS Ltd
On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook from the Office for Budget Responsibility (OBR). “Despite continuing global instability, the OBR report today

KBA company news – your latest update from the KBA team

9th March 2023 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, Sarah Hogan celebrates a fantastic 16 years at KBA. Meanwhile, Courtney Collins and Hannah Needham are both celebrating one year on the team, and Hannah is about to start meeting clients as a fully-fledged Financial Planning Consultant. Sarah Hogan,

Thinking of getting a dog in retirement? Here are the pros and cons you should consider

9th March 2023 by KBA FS Ltd
According to the vet charity the PDSA, 27% of UK adults have a dog with an estimated population of 10.2 million pet dogs. It’s easy to see why this is the case – a dog is always happy to see you, and loves to snuggle up beside you and keep you company. Aside from the

Reviews Leave a review

Good company to deal with, very knowledgeable and up to date on what's happening. I have used this company a few years and they have been very helpful.

Sandra B

1 month ago

Always a pleasure to meet up with Sarah for my annual review session. Very informative and supportive of my future financial plans

John Barnes

1 month ago

A very profesional company, a company we have over the years trusted them with our money. Returns on our investments with them have been very good, and we are kept in the loop. Charges made are far far outweighed by returns. A very happy retired couple.