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KBA FS Ltd

31 Lord Street, WN7 1AB

4.8 12 reviews

Latest news from KBA FS Ltd

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

7th January 2025 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, watch our annual Christmas round-up video and discover a whole host of 2024 successes in under two minutes. Plus, thanks to your support, we donated more than 100 new gifts to Wood Street Mission, and find out which worthy

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10 restaurants in the north-west offering delicious January discounts

7th January 2025 by KBA FS Ltd
As January passes slowly by, treating yourself to a delicious meal out could be an ideal way to avoid succumbing to the winter blues. With many people hunkering down after an expensive Christmas, lots of pubs and restaurants offer some great deals to tempt diners out to eat. Read on for 10 tasty January deals

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Protect your legacy: 5 practical steps to help ensure your loved ones end up with more than HMRC

7th January 2025 by KBA FS Ltd
Having worked hard to build your wealth, one of your top wishes may be that you want to pass as much as possible to your children, grandchildren, and other loved ones. There are ways to make sure this happens, but it’s important to plan ahead. Without a structured plan for transferring wealth, you may risk

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The surprising benefits of dry January

11th December 2024 by KBA FS Ltd
As we approach the end of the year, you might be thinking about the changes you want to make in 2025. A common new year resolution is to cut back on alcohol, especially if you’ve been overindulging over the festive period. One way of starting the year right is by taking part in dry January.

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Investment market update: November 2024

11th December 2024 by KBA FS Ltd
On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment markets and business prospects around the world. Republican Party nominee Donald Trump will serve a second term as president of the US. Trump has previously spoken about imposing harsh import tariffs, including a tariff of

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The pros and cons of choosing joint life insurance

11th December 2024 by KBA FS Ltd
If you and your partner are considering taking out life insurance, one question you may want to answer is: Would single or joint life insurance be better suited to us? Life insurance is a type of financial protection that would pay out a lump sum if you passed away during the term. The payout would

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5 practical ways you could keep your child’s retirement on track

11th December 2024 by KBA FS Ltd
Longer lives and financial pressure mean many people believe that retiring in their 60s will become a thing of the past. So, if you want to ensure your child or grandchild can enjoy financial security later in life, how could you help them? Read on to find out. Two-thirds of Brits believe retiring in your

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The key Autumn Budget takeaways business owners should be aware of

11th December 2024 by KBA FS Ltd
As a business owner, the Autumn Budget delivered at the end of October 2024 could affect both your business and personal finances. Read on to discover the key changes you need to be aware of. 2 Budget tax changes that could affect your business’s finances The good news is that despite speculation that Corporation Tax

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3 simple questions that may help you update your life goals for 2025

11th December 2024 by KBA FS Ltd
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some simple questions that may help you assess if your life goals have changed. Last month, you read about 10 financial tasks to complete to get your finances on track for

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

2nd December 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, we did it again! And have made the shortlist for another very prestigious professional award. We also held a birthday party to celebrate our agency branch in Bury, and we have been busy making a list and checking it

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Beat Christmas stress – 5 helpful (and realistic) tips for success

2nd December 2024 by KBA FS Ltd
It’s the most wonderful time of the year, but Christmas can be stressful. There, we’ve said it. Hands up if you agree. According to research, 51% of women have their hands in the air, compared to just 34% of men. A fleeting glance at the Christmas to-do list and the chasm between men and women

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An Autumn Budget change that might affect your pension savings and estate plan

2nd December 2024 by KBA FS Ltd
Being able to pass on your wealth to your loved ones may be among your financial priorities. One of the challenges of ensuring you leave the legacy you intend is tax on your estate, namely Inheritance Tax (IHT). In the weeks before the 2024 Autumn Budget, there was a lot of talk about all the

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Investment market update: October 2024

20th November 2024 by KBA FS Ltd
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial Stability Report, markets could be underestimating the risks of conflicts and upcoming elections. Indeed, the rising price of gold suggests some investors are seeking a

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Are your loved ones relying on an inheritance to reach life goals?

20th November 2024 by KBA FS Ltd
Research suggests that a worrying number of families are putting off major life decisions until they receive an expected inheritance. It could place their long-term finances at risk, but talking to your loved ones may identify ways you could offer support. According to a Canada Life survey, more than 1 in 5 UK adults who

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5 smart reasons why retirement planning should start in your 30s and 40s

20th November 2024 by KBA FS Ltd
If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and 40s could mean you’re in a better position when you’re ready to give up work. According to a survey published in IFA Magazine, putting off

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4 valuable ways lifetime cashflow forecasting could give you financial confidence

20th November 2024 by KBA FS Ltd
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to feel confident about what’s to come and the decisions you make. Read on to find out how it works and why it might be valuable

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Why your financial plan could benefit more than you by creating a legacy

20th November 2024 by KBA FS Ltd
You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a financial plan focuses on your goals, you might choose to include ways to create a legacy for your loved ones. It could mean your wealth provides long-term

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2 key Budget announcements that may affect your financial plan

20th November 2024 by KBA FS Ltd
Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime minister Keir Starmer said it would be “painful” as there was a £22 billion black

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

4th November 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. Celebrating 5 fantastic years on Nantwich High Street Saturday 26 October marked five years of having a high-street presence in Nantwich. We celebrated all day on Friday, serving loyal customers and curious passersby complimentary coffee and, of course, lots of delicious

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Make Christmas magical: Unmissable festive events happening around Manchester this year

4th November 2024 by KBA FS Ltd
Christmas seems to start creeping up earlier every year! So, you may be looking for ways to get into – and sustain – the festive spirit between now and 2 January. Get the party started with this fun selection of events happening in and around Manchester and get ready to make the most of every

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How to give your grandchildren the gift of a lifetime

4th November 2024 by KBA FS Ltd
Investing for children is one of the best presents you can give to the young people in your life. Apart from the invaluable financial freedom they might enjoy, investing for children is also a fantastic way to help them learn important money lessons. As they get older, you can involve them in conversations and decisions

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6 lifestyle tips that could reduce your biological age

14th October 2024 by KBA FS Ltd
New research and real-life case studies have recently revealed that it’s possible to slow – and even reverse – your biological age. Read on to discover more about how your biological age is measured, and six simple steps you could incorporate into your routine to enhance your life. What is your “biological age”? We’re used

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Investment market update: September 2024

14th October 2024 by KBA FS Ltd
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from the Office for National Statistics (ONS) shows inflation remained stable at 2.2% in the 12

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Why inflation solutions should remain part of your long-term financial plan

14th October 2024 by KBA FS Ltd
High inflation has been a hot topic over the last couple of years, and as its pace stabilises, you might think it no longer needs to be part of your financial plan. Yet, skipping inflation when calculating your long-term finances could leave you with a shortfall. The government sets the Bank of England (BoE) a

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Opening Hours

Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed