Thank you for viewing my profile.I have been with KBA since May 2006. I personally specialise in the processing of Pension and Investment needs and the ongoing management of our Clients portfolios, including the technical analysis for any changes to their accounts.I also oversee the team of Paraplanners and am responsible for their training and development within the Company.KBA specialise in guiding clients through the financial life cycle, whether that be through mortgages, planning for retirement, university fees, personal investments, wealth management or protecting their assets, families and businesses. We use the latest tools and technology such as Financial Forecasting systems to help our clients see the impact of their decisions before they make them.As part of a driven team with different areas of expertise we are able to cover a wide range of areas of personal and financial planning.