Fulfilling your life goals and managing your finances are so closely intertwined these days it becomes difficult to have full transparency between the two. With the experience behind KFS, our team can give you confidence and  clarity in your finances, and make achieving your life goals a little bit easier.

 

These goals may include securing you and your family's financial future or situation, investing for the future, saving for your children's education, starting your own business, planning a comfortable retirement or even preparing for passing on wealth to your children, whilst reducing your inheritance tax liability.

 

 

Personal Financial Planning

 

 

Life Goals & Your Finances

A Helping Hand

  • We help to provide financial security both now and in the future through quality financial planning.

 

  • We offer an ongoing review process so that your finances reflect changes to your needs and circumstances.

 

  • We take an integrated approach to financial planning offering advice in a wide range of areas relevant to your situation.

 

  • We offer a fee based service that reinforces our commitment to providing a completely independent service.

 

  • We are here to advise you, not sell to you. We are committed to providing you with a personal service where you will receive friendly and clear advice at all times.

 

  • We offer a range of service packages to suit your needs and a variety of ways to pay for the advice and service that you will receive.

The value of your investments may go down as well as up and you may get back less than you invested.

 

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.