KBFS Financial Services

Independent Financial Adviser  28 Weymouth Bay Avenue, Weymouth, Dorset, DT3 5AB
check
FCA authorised
Last authorised 14th June 2021
I am Pension Specialist My aim is to build a trusted relationship that provides you with a high quality service
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MRS Kathryn Brown
About us

I offer Independent advice with the reassurance of the vast resource of knowledge and skills

Our services

I provide a very personal service to my clients, and I want you to be happy to recommend me, since that is the ultimate test of service satisfaction

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

28 Weymouth Bay Avenue, Weymouth, Dorset, DT3 5AB

Similar advisers near you

Restricted - whole of market 0.65 mi
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
 
Independent Financial Adviser 1.08 mi
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
 
Independent Financial Adviser 1.85 mi
We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
 
Independent Financial Adviser 5.59 mi
Experienced Chartered Financial Planner with a demonstrated history of working with pensions and investments, with an emphasis on providing advice to women.