Customer stories

New customer story every month (All clients names have be changed for privacy).


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I used Gary to help transfer my pension and set up my wills and family financial security going forwards. He made things easy to understand, walked me through step by step and was clear with costings from day 1. Offering both office and evening home visits he made the process easy to complete and did… Read more

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“Gary fulcher from kimboton financial planning, is a very approachable man he is very helpful and knowledgeable advisor, we would not hesitate to recommend him to anyone. ” Mrs F

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“After a recommendation it was such a relief to work with KFP and Gary on the transfer of my pension, Gary spoke in plain English which helped me understand the pension transfer process in simplistic terms. The financial guidance given made me feel confident with the important decisions I was making for my future.  I… Read more

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“My first meeting with Gary went very well.  He has a lot of years of experience in the financial sector, which was apparent and reassuring.  I’m confident that Gary has helped me to pick the best product for my needs.  What I’ve enjoyed most about Gary being my financial advisor is that he’s very easy… Read more

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“I’ve had a decent pension with a company I worked for years ago. When the statement came in I gave it a quick glance and filed it away. It hadn’t been reviewed for years so I got Gary to look into it for me. As it turns out it was invested in some kind of… Read more

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I took advice from Kimbolton Financial Planning 18 months ago. This was mainly to sort out my pension which was going nowhere. This has now been moved to a much better place where I am very happy with the progress. As part of the process Gary discussed with me the issues that would arise from… Read more