Independent financial advice
Built around your life
Long-term financial planning focused on what matters most to you
My role is simple: to understand what matters to you, provide clear guidance and give you confidence about the future.
Whether you’re planning for retirement, investing for the long term or protecting the people who rely on you, I combine experience with a thoughtful, measured approach.
Every recommendation is tailored and explained in plain language, helping you make choices at a pace that feels comfortable.
Regulated and independent
Strict standards
KB Wealth Planning Ltd is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. (FCA). You can confirm this with the FCA Firm Checker.
This means my work is carried out to strict professional standards, with clear oversight and a commitment to acting in your best interests at all times.
Independent
I’m not tied to any particular provider or product, which means my recommendations are based solely on what’s right for you.
Calm and considered
I take a steady approach, avoiding unnecessary complexity and helping you make decisions with clarity and confidence.
Experienced
As a Chartered Financial Adviser with more than 30 years in financial services, I’ve helped clients navigate many market cycles and life changes.
Focused on the long term
My aim is to support you not just today, but over the years ahead, adapting your plan as life evolves and legislation changes.
Book your free initial consultation
Regulatory information
KB Wealth Planning Ltd is an appointed representative of Sense Network Limited/Lyncombe Consultants Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). You can check our status on the Financial Conduct Authority’s ‘Firm Checker’ register. Our regulatory reference is 1027287.
Registered Address: 48 Main Street Skidby Cottingham East Yorkshire HU16 5TG Registered in England & Wales No.: 16182481. The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.