Customer stories

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


Posted

“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 »

Posted

“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 »

Posted

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 »

Posted

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 »

Posted

I have recently taken early retirement from the company I have worked at for 28 years. I have lost all my benefits that I enjoyed with them including life insurance and free pension arrangements. With a young daughter who depends on me for support I felt very worried that if anything happened to me she… Read more »