Financial management

KBA FS Ltd

31 Lord Street, WN7 1AB

4.8 9 reviews

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31 Lord Street, WN7 1AB

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5 crucial things you need to consider when reviewing your estate plan

21st September 2022 If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause you to reflect on the steps you’ve previously taken. Experiences like getting

Investment market update: July 2022

20th September 2022 The ongoing war in Ukraine, rising interest rates and soaring inflation could be pushing some economies towards recession in the coming months. This uncertainty has caused real volatility in global stock markets. Indeed, 2022 was the worst first half of the year for developed market equities in more than 50 years. As an investor, you

5 unexpected lessons you can learn about finances from Roald Dahl

20th September 2022 Roald Dahl’s books are known for colourful characters, fantastic adventures, and simply being fun. As a child, they’re the perfect books for capturing your imagination. As an adult, you can even find some unexpected money lessons nestled among the talking creatures and magic. Here are five financial lessons you can learn from the stories of

7 important things to know if you’re a trustee

20th September 2022 As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here are some of the essential things you need to know. Being a trustee means that you’re taking responsibility for money or assets that someone, known as the “settlor”, has

KBA company news – here’s your latest update from the KBA team

25th August 2022 Every month, we share some highlights of what’s been happening in and around KBA. This month, Garry Lomon celebrates 14 successful years with KBA. And we catch up with Cheryl Clarke as she passes another exam. Finally, we have been busy raising funds for AquAid and preparing to sleep rough for a night as part

How to cope when your kids leave home and you suddenly have an empty nest

25th August 2022 Whether children are setting out to start university, to travel and see the world, or begin their careers and seek their fortune, when children leave home, parents feel mixed emotions. While you’ll be happy for them as they head off on an exciting new venture, you might also feel a deep sense of sadness when

How to grow your wealth over the long term and avoid getting distressed

25th August 2022 Markets have been unsettled during the first half of 2022, causing some investors to feel nervous about their investments. Stock markets have been rocked by a variety of problems: rising interest rates and inflation, together with geopolitical factors such as the war in Ukraine and continuing global supply chain issues. While there’s little doubt that

Investment market update: June 2022

8th August 2022 Rising inflation and concerns about recession risks continue to place pressure on households and affect economies around the world. The World Bank has slashed its 2022 global growth forecasts from 4.1% to 2.9%. The organisation also warned the global economy is at risk of experiencing stagflation, where economic growth is stagnant, but inflation is high.

As energy prices rise, here’s how you can assess your home’s energy efficiency

8th August 2022 In the last year, energy prices have soared. As a result, you may be thinking about how you can reduce your usage or improve how efficient your home is. The conflict in Ukraine has had a knock-on effect on energy prices around the world. While the energy price cap limits the amount your supplier can

Equity release: Here’s why the right to make repayments could cut the cost of borrowing

8th August 2022 Equity release can help boost your finances later in life. The way that interest is rolled up often means that people ended up with high levels of debt, but the new right to repayment could change that. Equity release allows you to access some of the wealth that’s tied up in your property, most commonly

Reviews Leave a review

Excellent advice. This firm has been effective and very professional. My husband and I are really pleased with their services.

Lucila Miguez de Viggers

6 years ago

Dave and Elysia managed my house-move, home insurance and life insurance perfectly. Painless, professional and kept me in the loop from day one to the very end and got the best deals for me and my circumstances. Would recommend to anybody looking at moving house or anything related to home and life insurance you're unsure of.

Seb

2 years ago

Effective, efficient and professional at all times. Always someone ( not a machine) at the end of the phone. Easy to contact for advice and to arrange an appointment. No Pressure, sound advice. Recommended.