Kimbolton Financial Planning

Who we are

Kimbolton Financial Planning is a young, vibrant company with a wealth of experience in financial planning. Founded in 2015 by Gary Fulcher, we believe in straightforward advice and approachable guidance to help you navigate the complexities of your financial life. We want financial planning to be accessible and understandable, not intimidating.

What we do

We offer a comprehensive range of services to individuals, families, and businesses:

Investment Solutions

• Tailored portfolios with regular communication to manage risk and deliver consistent returns.
• Portfolio review and optimization to ensure your investments align with your goals.

Pension Simplification

• Modern contracts designed for flexibility and peace of mind.
• Guidance on maximizing your pension contributions and understanding your options.

Protection Matters

• Comprehensive reviews of your existing insurance coverage to identify potential gaps.
• Guidance on planning for the unexpected and ensuring your family is financially secure.

Tax Planning & Review

• Personalized tax planning to minimize your tax burden and maximize your savings.
• Transparent and straightforward communication every step of the way.

Our approach

We take a relaxed and personalized approach to financial planning, understanding that each client is different. We'll work with you to:

• Identify your financial goals and concerns.
• Develop a tailored plan that aligns with your individual needs and circumstances.
• Clearly explain your options and the potential risks and rewards.
• Provide regular updates and reviews to ensure your plan remains relevant and effective.

Why choose Kimbolton Financial Planning?

• Experienced and qualified professionals with over 26 years of experience.
• Straightforward, jargon-free advice delivered in plain English.
• A focus on building trust and establishing long-term relationships with clients.
• Transparent and open communication throughout the process.