A couple getting financial advice
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Helping Your Money Go Further

At KGJ, we strive to offer comprehensive financial assistance, focusing on developing bespoke solutions to your unique needs. We are firm believers in the power of the personal touch, bringing genuine humanity and understanding to every consultation. Our breadth of knowledge spans from investment advice to insurance brokerage, supporting every stage of your financial journey.

We understand that life is filled with significant moments, each requiring careful financial planning. Be it planning for a wedding, welcoming a new baby, receiving an inheritance or approaching retirement, KGJ is here to guide you every step of the way. Our team of skilled advisors provide expertise in diverse areas such as pension planning, tax-efficient investing and inheritance tax planning.

We are also keenly attuned to the needs of businesses, providing robust commercial financial services and insurance brokerage. From protecting growing companies to securing optimal commercial mortgages, we ensure businesses in Stourbridge and the surrounding areas flourish with peace of mind.

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More Than Just Financial Advice

Our commitment to your financial success extends beyond just providing advice. We take pride in building long-term relationships with our clients, sharing their milestones, achievements and aspirations. With KGJ, you are more than just a client – you are part of our community.

We understand that navigating the world of finance can be complex and, at times, overwhelming. With our expert guidance, we cut through the jargon, simplifying processes and ensuring you make informed decisions. Let’s navigate the financial landscape together.

Financial Advisors playing Jenga
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What Financial Services Do We Offer?

From saving and investment advice to pension planning, KGJ has got you covered. Making sense of mortgages or exploring personal insurance doesn’t have to be complicated. We deliver personalised, impartial advice, cutting through the jargon to help you make informed decisions. For local businesses, our commercial insurance and financial services are designed to support and protect. With over 50 years of experience, we’re committed to maximising your financial potential, one informed decision at a time.

Savings Advice

We know that managing your finances can be daunting, but with a well-crafted plan, your savings can go a lot further. With expert guidance from KGJ’s savings and investment specialists and the right risk appetite, your funds can flourish. If you’re contemplating an investment and need personalised advice, KGJ’s experienced team is eager to assist you in growing your wealth. Regardless of your initial investment or preferred terms, as renowned and local financial advisors in Stourbridge, we’re committed to optimising your potential.

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Pension Advice

Ensuring your financial security and peace of mind is central to everything we do at KGJ, and we believe that’s the only approach to helping you make a pivotal decision such as choosing the right pension. Whether your retirement date is near or far, pension advice from KGJ can enhance the benefits you receive when your working days are over. Regardless of your pension situation, KGJ’s independent specialists are ready to guide you towards the most suitable pension plan right here at our Stourbridge headquarters.

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Mortgage Advice

Navigating the mortgage market maze can be daunting. That’s why making an informed decision is crucial, and why KGJ has been proud to provide the homeowners of Stourbridge with unbiased, independent mortgage advice for over 50 years. Online tools oversimplify this complex process and are rarely the path to the most suitable deal. Since financial wellness impacts personal happiness, choosing the right mortgage is vital. With KGJ’s mortgage advice and brokering, you’ll be confident and content throughout the entire process.

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Personal Insurance Services

Insurance plays a pivotal role in achieving financial stability, but the right cover is essential to avoid surplus expenses and unsuitable cover. At KGJ Stourbridge, we provide cover catered to your genuine needs and eliminate all unnecessary extras. While certain insurances like car insurance are obligatory, all policies, mandatory or discretionary, must serve their purpose when they’re needed. Searching for suitable personal insurance can be confusing and time-consuming, but with KGJ’s expertise, obtaining bespoke policies becomes so much easier.

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Commercial Insurance and Financial Services

Our commercial insurance and financial services give business owners and investors security and peace of mind, allowing them to focus on what really matters – running their company. Bespoke business insurance mitigates risks by shifting liabilities to insurers, minimising unexpected financial disruptions. The insurance marketplace, with its myriad policies filled with superfluous extras and exclusions, can be overwhelming. With over five decades of experience, KGJ offers expert guidance and brokerage services in Stourbridge, aiding local businesses in navigating through the labyrinth.

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Free Financial Advice

Embarking on your financial journey here in Stourbridge should be as easy as possible. That’s why at KGJ, we offer free initial consultations to start your path to financial wellbeing. We’re independent advisors, meaning we serve you, our client, and no one else. Whether you need help navigating savings strategies, exploring investment opportunities, or crafting pension plans, our commitment to your best interests is unwavering.

Navigating the complex mortgage market and making informed decisions on insurance coverage can seem overwhelming, but that’s where our expertise shines. Unlike tied advisors, we’re not beholden to any insurance company. This gives us the freedom to tailor our advice solely to your needs and circumstances, ensuring your financial decisions truly serve you.

With our free initial consultation, you can access expert advice without any financial commitment. We’re ready to listen, understand your goals, and help you make the first crucial steps toward financial stability. Reach out to KGJ today and discover how your journey towards financial freedom begins with a simple conversation.

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Why Choose Us?

Highly Experienced

Choosing KGJ means embracing over five decades of financial wisdom, personalised service and a deep commitment to your financial wellbeing. Our Stourbridge-based, family-run firm specialises in offering customised advice across a full suite of financial products, including pensions, investments, mortgages and both commercial and personal insurance.

Bespoke and Personal

We shun generic online deals that often conceal hidden limitations and unnecessary cover. Instead, we focus on delivering professionally sourced, highly tailored advice that suits your unique requirements, steering clear of pitfalls commonly associated with low-cost, one-size-fits-all solutions. The result? Thousands of clients in Stourbridge and beyond enjoy enhanced financial stability and peace of mind, thanks to our expertise.

Traditional Values

The ‘KGJ Way’ signifies more than just personalised service; it represents a community-centric approach that goes hand in hand with financial security. Our founder, Martin Wood, set up KGJ in 1969 with a focus on quality advice and custom solutions, and while times have changed, these values remain the bedrock of our services.

Personal Service

We're not just your financial advisors - we're partners committed to guiding you through life's financial intricacies, from the start of your career to a comfortable retirement. This long-term commitment and dedication to your financial health make us stand out from the crowd, leading to numerous referrals from satisfied clients. With KGJ, you're choosing more than a financial services provider; you're choosing a trusted ally who cares about your financial future as much as you do. Experience the KGJ difference today.