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Financial Planning

Our associate company KBS Financial Planning Ltd is authorised and regulated by the Financial Services Authority. They offer impartial advice on a range of complementary financial matters. Services include:

Personal Lines

  • Lump Sum Investments
  • Regular Savings Plans
  • Retirement Planning
  • Income Protection
  • Critical Illness
  • Life Cover
  • Long Term Care
  • Offshore Investment Planning
  • Inheritance Tax Planning
  • Private Medical Insurance

Corporate & Business Plans

  • Executive Pensions
  • Stakeholder Pensions
  • Group Personal Pensions
  • Group Income Protection
  • Group Life Cover
  • Group Critical Illness
  • Keyman Protection
  • Partnership Protection
  • Share Protection
  • Employee Benefits

Note

The FSA does not regulate taxation and trust advise, and some types of offshore investments.

More information?

Please contact Carl Taylor on 01663 736203 or email carl@kbsfp.co.uk.