If you run a business, your financial needs may differ from those of individual clients

I provide clear, practical advice for business owners looking to protect their company at the same time as planning their own financial future.

Areas include:

  • Pension schemes for Directors
  • Protection for business continuity
  • Extraction strategies and long term planning

The aim is always the same: steady, informed guidance that supports both you and your business.

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A photo of Chartered Fianncial Adviser Kris Booth taken over the shoulder as he looks at his laptop.

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.