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Helping Your Money Go Further

As a family-run, independent firm, our mission is to provide you with personalised financial services that help you reach your financial goals. We are here to make your money work harder for you. 

Our team of experienced advisors offers a wide range of financial services, tailored to your unique circumstances. We understand that everyone’s financial approach and situation is different, and we believe in offering solutions that reflect this. From investment advice to insurance brokerage, our goal is to support you at every stage of your financial journey. 

Life is filled with milestones that require financial planning, and KGJ is here to help. Whether you’re planning a wedding, preparing for retirement, managing an inheritance or welcoming a new baby, our team can provide expert advice in key areas like pension planning, tax-efficient investing and inheritance tax planning. We’re also here for day-to-day money management tasks that ultimately contribute greatly to your financial peace of mind.  

We also offer a comprehensive range of commercial financial services and insurance brokerage for businesses in Hagley. From protecting your business assets to securing competitive commercial mortgages, we help businesses achieve financial success. At KGJ, we’re not just providing financial advice – we’re helping your money go further. 

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More Than Just Financial Advice

At KGJ, financial services are about much more than just advice. We’re proud to cultivate lasting relationships with our clients, celebrating their achievements and sharing in their life milestones. When you choose KGJ, you’re more than a client you’re joining a supportive community dedicated to your financial wellbeing. We understand that the world of finance can seem complicated and overwhelming. Our expert advisors are committed to simplifying the process, demystifying jargon and guiding you towards a sound financial future achieved through fully advised choices 


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What Financial Services Do We Offer?

KGJ provides a wide range of financial services, from personalised savings and investment advice to detailed pension planning. Whether you need help understanding mortgages or personal insurance, our impartial advice can assist. With over 50 years of experience, our goal is to unlock your financial potential, guiding you to make informed decisions every step of the way. 

Savings Advice

Managing savings effectively is the key to securing your financial future. At KGJ, we offer expert advice on savings and investment strategies, tailored to your financial circumstances and risk tolerance. Our experienced team is passionate about assisting you in growing your wealth, regardless of your starting point. We’re dedicated to helping you optimise your financial potential. 

Learn more about Savings Advice

Pension Advice

Planning for retirement is a critical financial decision and one that is ideally made as soon as possible. At KGJ, we offer comprehensive pension advice to ensure you choose the right plan for your future. Whether your retirement is soon or in the distant future, our independent pension specialists are here to guide you towards the most suitable pension scheme, ensuring peace of mind. 

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Mortgage Advice

Navigating the mortgage market can be a challenging task, especially if you are a first-time buyer. KGJ offers independent mortgage advice to make this process simpler and much more understandable. We’ve been assisting homeowners for over 50 years, providing guidance to ensure the best possible mortgage deal aligns with your financial peace of mind and happiness. 

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Personal Insurance Services in Hagley

Securing the right insurance coverage is essential to maintaining financial security. KGJ provides personalised insurance advice, ensuring that you receive coverage tailored to your needs without unnecessary extras. We guide you through the complexities of personal insurance, helping you find the most suitable policy with ease. 

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Commercial Insurance and Financial Services in Hagley

Running a successful business requires adequate insurance and financial planning. KGJ offers comprehensive commercial insurance and financial services to help secure your business from unexpected risks. We help navigate the complex insurance marketplace, ensuring your business is safeguarded with bespoke business insurance, providing peace of mind and allowing you to focus fully on running your business. 

Learn More about Commercial Services
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Why Choose Us?

Comprehensive Knowledge

KGJ has been delivering financial wisdom to the individuals and enterprises of Hagley for over fifty years. Based just a couple of miles down the Hagley Road in Stourbridge, our family-owned firm specialises in providing expert counsel across various financial services. We leverage our extensive experience to offer you advice on pensions, investments, mortgages and both commercial and personal insurance to secure your financial wellbeing.

Customised Advice

KGJ believes in the power of tailored financial advice. We oppose impersonal, generic online deals and focus on enhancing financial stability through customised solutions. Each financial plan we create is unique, ensuring you receive advice that truly reflects your financial needs and goals. Why trust your incredibly important finances to a faceless website when we’re right on your doorstep?

Steadfast Values

Our commitment to the community and its financial security is what we like to call the 'KGJ Way'. These enduring values guide us in the complex world of finance. Despite the changing times, our pledge to quality advice and custom solutions remains the bedrock of our services in Hagley, and in our ever-changing digital-first world, the personal touch has never been more important.

Long-Term Partnerships

KGJ isn't just a financial advisory firm, we’re an experienced partner committed to helping you navigate the complexities of finance throughout your life. We're dedicated to helping you from the early days of your career through to your retirement, creating a comfortable and secure financial future for you.