Customer stories

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


Posted

“We chose Kimbolton Financial Planning, because of their reputation as professional, personable and friendly advisory services company, We needed a Lasting Power of Attorney for property and financial affairs, as a 95 year old mum needed us to look after her affairs. We would like to thank Gary and Sachelle for their attention to detail… Read more

Posted

“My pension needed attention and the IFA I’ve used for many years suggested talking to a specialist. Gary understood my situation straight away and advised how best to resolve a tricky situation, without losing out on tax or in any other way. The outcome was most definitely what I was hoping for, and being someone… Read more

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“I needed to sort a pension share after divorce. Gary met up with me and explained the whole process in detail. He contacted the pension company and transferred my share along with my own personal pension to a new company more suited to my needs. He kept me informed and the process was easy for… Read more

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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