KB Wealth Planning Ltd. is led by me, Kris Booth. As a Chartered Financial Adviser with 30 years of industry experience, I have built my career on the highest standards of professionalism, technical expertise and ethical practice.
Chartered status is one of the highest professional qualifications available to Financial Advisers, and I achieved mine through the London Institute of Banking and Finance (LIBF) in 2020. Over three decades, I have guided clients through changing markets, evolving legislation and significant life events, providing clear, considered advice designed to protect, grow and pass on wealth with confidence. Chartered status is not just a title – it reflects experience, integrity and long-term dedication to delivering advice at the highest standard.
I founded my own practice to offer independent, thoughtful, personalised financial planning presented in a way that works best for the client. My focus is on building and maintaining long-term relationships, and many of the people I work with have been clients for years.
A clear process,
at a comfortable pace
Good financial planning should feel organised and reassuring. My process is straightforward and gives you time to reflect at each stage.
Initial conversation
A relaxed, no-pressure discussion about your goals, concerns and current arrangements. This first meeting helps us decide whether working together feels right. There’s no cost and no obligation.
Understanding your position
If you decide to proceed, I gather the information needed to build an accurate picture of your current financial position. I explain everything clearly, so you always know what’s happening and why.
Planning and recommendations
I develop a tailored plan based on your objectives. I walk you through each part of the advice, making sure you feel comfortable before any decisions are made.
Implementation
Once you’re happy to proceed, I manage the practical steps on your behalf. I handle the paperwork, coordination and setup, ensuring everything is put in place smoothly and correctly.
Ongoing support
Financial planning is not a one-off exercise. I offer regular reviews and ongoing guidance to help keep your plans on track as your circumstances and goals evolve. This service is provided at an additional cost.
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.