KGL Financial Planning

KGL Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from KGL Financial Planning, Financial planner, 10 Dry Thistle Close, Bromyard.

We provide you with the financial solutions to satisfy your needs both now and in the future, specialising in expert advice in Investment Planning, Inheritance Tax Planning, Pension Planning, Mortgage Advice and Protection Planning.

12/11/2023

‼️Making an impressive debut in midfield yesterday👊was new signing 👏👏

Huge thanks to his sponsors & for your sponsorship.

Get in touch with Karl if you need a professional service and support with all your financial needs 📱 07474136558.

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Very happy and proud to launch my website - www.kglfinancialplanning.co.uk So why use a Financial Planner like me?- Help...
14/07/2022

Very happy and proud to launch my website - www.kglfinancialplanning.co.uk
So why use a Financial Planner like me?

- Helps you identify your financial goals based on what is important to you
- Helps you avoid making financial mistakes
- Keeps you on track to achieve your goals when you are unsure yourself

Above all using a Financial Planner will help you save time and money.

More time/money = more choices in life.

https://partnership.sjp.co.uk/partner/karllong

An Associate Partner Practice of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.

It was a pleasure to spend the last six months with this group of professionals. I am delighted to be one of the select ...
22/04/2022

It was a pleasure to spend the last six months with this group of professionals. I am delighted to be one of the select few to be accepted onto the St. James's Place Academy and then go onto pass it. I can't wait to start helping people and changing their lives.

14/04/2022

It has been a long time since I left Social Media and I have lost touch with my old friends from various points in my life. Since leaving it has been a rollercoaster for me with many ups and downs. I have missed so many of you and always think of you, but losing my best friend and dad within a year of each other was a difficult time in my life and this took me an extremely long time to digest. Despite this, there have been many positives which include, marrying the love of my life, becoming an uncle and gaining four different types of degrees, including a Master’s Degree in Education. I have now decided it is the right time to reconnect with social media and thought I would share with my friends where I am now.

After teaching for over a decade and supporting and changing children’s lives, I have decided to change career and help people change their lives, by supporting them with their finances. After investing a huge amount of time and energy to get myself into this position, endless exams and sleepless nights, I am absolutely delighted to announce the imminent launch of my own financial business ‘KGL Financial Planning’.

As a financial planner, I can support people with the following:

-explore why money is important with you
-discussing & setting yourself goals based on what’s important to you
-protecting what is important to you and your family now and protecting the plans we put in place of the long term
-having someone to talk about big financial decisions
- avoid making financial mistakes
- help with supporting your tax allowances and tax reliefs
-being clear on what retirement may look like for you and your family
-understanding investments, how they work, the risks involved, and why investing is important
-supporting business with their individual needs
- mortgage support
-achieving your goals!

The list goes on.

All of my work will be bespoke/individual to my clients, tailored around their needs. I will offer initial face to face meetings with no cost, as well as virtual meetings to suit their availability.

I’ve chosen to run my business as an Appointed Representative of St. James’s Place (SJP) who are a FTSE 100 company looking after over £150 billion of client’s money. SJP offer an advice guarantee – offering anyone who deals with me the peace of mind that any advice given is guaranteed to be suitable to your individual circumstances.

I’m excited with this new adventure and would be grateful for any support and mentions along time way.

Thank you!

Address

10 Dry Thistle Close
Bromyard
HR74UE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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