Customer stories

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


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“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

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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 – Kings Lynn

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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