Retiring soon?
we can help...
Received an inheritance?
we can help...
Planning for a wedding?
we can help...
Control your pension?
we can help...
Inherited a house?
we can help...
Baby on the way?
we can help...
Business growing strongly?
we can help...
Please note that we will be closing early, at 1pm, on Friday 10th June 2022 for a team development workshop.
Down-to-earth
We were fortunate to find KGJ
soon after our move to Stourbridge in 1999 and we have been pleased by their
efficiency and the quality of their advice. Financial advice and planning from
John Donnelly has, in particular, been exemplary. John brings clarity and a
down-to-earth approach to the assistance he gives, not to mention a good sense
of humour. We know he will always respond promptly to questions or concerns and
we feel able to trust that he will always give the best advice he can.John also looked after the
payroll and pensions for the charity we worked for.Jane & Kevin
We have recommended his services to family and friends.
What one needs from a financial adviser is honesty, transparency and an ability to explain investments in a way that gives one confidence. I am pleased to say that we have found all this by using Jim as our adviser. It is a further indication of our confidence in Jim that we have recommended his services to family and friends.
David
Very helpful
Caroline has always been very helpful when I have needed advice.
Sue Morris
Expert and honest
Stuart Pearson and the team at KGJ have always been outstanding. I know I am are dealing with a company that is expert, honest and above board. The relationship we have with KGJ is now In It’s 26th year. Need I say more...
Mark
I trust you and I would highly recommend you to others (I already have)
Thank you for helping me
out with my mortgage. I was in a very stressful situation but from the
beginning you managed to make every decision an easy one. I seemed to bombard
you with the simplest questions but you always had time for me and made it very
easy to speak to you. You even went out your way to resolve any worries I had
(I am a big worrier) and you kept me up to date at every stage.I trust you and I would
highly recommend you to others (I already have).I can't thank you
enough.With sincere
gratitudeDee
Trustworthy and great product knowledge
I have used Johns services on many occasions over the last 15 years. He is reliable, trustworthy, confidential and has great product knowledge. Would I recommend his work? Absolutely!
Yvonne
Jargon free.
My husband and I recently engaged the services of Jim Bodycote, KGJ's
financial advisor.As we requested, Jim undertook a full review of our pre-existing personal
pensions. Having chatted about our future plans for our pension pots and
carried out assesments to determine our acceptable level of investement risk,
Jim went on to make sound recommednations for our pension plans going forward.We found Jim to be professional, knowlegeable in his field of expertise,
friendly and very importanly, information was relayed to us jargon free. Follow
up service has also been excellent.I would certainly recommend Jims services to others.
Gina
I’m always delighted with the service
I’ve used KGJ as my insurance broker for over ten years, and I’m always delighted with the service they give. It’s so refreshing to be able to speak to a real person on the end of the phone who you feel does get to know you and your individual requirements over time. It may be a little more expensive than one of the Direct Line / Tesco / Compare the stuffed animal type of insurance companies… but it is worth every penny to have someone on your side when you need them.
Nicky
Safe and trustworthy.
KGJ has looked after our business's commercial insurance needs for many years. We have remained loyal to KGJ as we have always received a reliable service, good advice, and competitive products. We feel in safe and trustworthy hands with Stuart Pearson and all the team at KGJ.
Joanna
We have received a good return on our investments.
Eight years ago we found ourselves in need of financial
advice regarding investing our severance pay Jim Bodycote at KGJ was
recommended by a friend .We find him very friendly, professional and approachable and he has given us sound advice always showing patience with our concerns and questions and we have received a good return on our investments.
Ian and Kim
We don’t know what we would do without him…
John has been our adviser for many years, not just for general financial advice and support but on many and diverse areas such as wills, pensions, investments, insurance, mortgages etc. Both for us and other members of our family. We are amazed by the quick response to enquiries, the virtual counselling and family advice and Johns lovely humour. Nothing is too much trouble. We trust John and admire his confidentiality when he is dealing with other members of our family who he also advises. In fact we don't know what we would do without him.
Simon and Janni
Patient, kind and super-efficient
John has been our financial advisor for a number of years, in fact, not only finance but in other areas as well, such as retirement, will's and insurance. He is knowledgeable in many areas, patient, kind, friendly and super-efficient. We would not hesitate to recommend his services to friends and colleagues (and have done so on many occasions).
I will have no hesitation in recommending KGJ and Anna
I would like to place on record my appreciation of Anna Burford's efforts
last Friday on my behalf.
Due to pick up a new 1 litre Ford Fiesta from the dealers we called my insurer
to do what we thought would be a simple task-change the car over. We were told
that CIS could not insure the new car!
They offered a ridiculously high price with another insurer.
My husband called you and spoke to Anna who found out what we needed and quoted
a much cheaper premium,which we accepted. I was able to drive my new car away
safe in the knowledge I was covered.
I now have my documents which are all OK.
I will have no hesitation in recommending KGJ and Anna.
Many thanks again.Su
helpful, knowledgeable, thorough and nothing is ever too much
John is super professional and really trusted by our family who he has been advising for years. He is always very helpful, knowledgeable, thorough and nothing is ever too much of an ask. You know with John that he will give you the best possible advice and recommend what is most suited to your needs at the time. He along with the team at KGJ are brilliant!
Emma
