Helping Your Money Go Further
• Comprehensive Financial Planning: We use a highly personalised approach to financial guidance, ensuring your goals and aspirations are at the centre of everything we advise.
• Guidance Through Life’s Milestones: Life is full of financial milestones and from significant family moments to crucial business decisions, we offer robust support at every step.
• Diverse Financial Expertise: With our deep-rooted experience, we can offer savvy investment strategies, effective pension planning, inheritance management and much more.
• Tailored Business Financial Services: We know about business, and we know Wollaston, so can deliver highly specialised commercial financial solutions and insurance services to you.
Free Financial Advice
We know that price comparison sites have made securing financial services easy, but do you ever worry if you’re getting the cover that you paid for? And what happens when you need to get in touch with someone? Our goal is to bring the personal touch back to the complexities of the financial world, making it accessible and understandable.
Changing your financial advice strategy and source can be daunting, and that’s why we offer a complimentary initial consultation where we can get to know each other and start laying the foundations for your financial future. This initial step could be the start of a transformative journey towards financial clarity and stability.
More Than Just Financial Advice
We take great pride in building meaningful relationships with our clients, sharing in your triumphs and supporting you through life’s challenges. We’ve had many lifelong clients in our 50-plus years and the key to this is that we simplify the complex world of finance, ensuring you have clarity and confidence in your decisions.
Financial advising is more than just a service; our approach is about understanding your unique dreams and goals and providing the knowledge and tools necessary for you to realise them. For the residents and businesses of Wollaston, we are at your side on your journey to financial peace of mind and wellbeing.
sophisticated advanced investments, we will impart the guidance you need to grow your wealth, tailored to your unique situation and needs.Savings Services
Turn your financial aspirations into reality with KGJ’s considerable expertise in getting the most from your money. From rainy day savings toNavigating pensions can be a complex issue, but it’s never too early or too late to take some advice. Whether you’ve just started your first job or are watching your retirement day approach, we can offer bespoke pension advice that helps you secure a comfortable and financially stable future.Pension Services
Whether you’re buying your first home or are looking to remortgage your property portfolio, KGJ’s mortgage advisors bring clarity to the Wollaston property landscape. For comprehensive, personalised advice that aligns your mortgage with your financial situation and future aspirations, KGJ has the experience and local knowledge.Mortgage Services
Personal Insurance Services
KGJ’s personal insurance services are designed to provide you with the peace of mind you get with true financial stability. We find highly bespoke coverage that fits your needs and situation perfectly, ensuring you’re only paying for what you need and protecting what’s most important to you.Insurance Sevices
Why Choose Us?
Expertise and Integrity
You do not survive in this industry for over half a century offering bad advice. KGJ stands for trusted financial guidance, deep-rooted expertise and ethical, personalised advice. Our commitment to integrity puts your financial interests at the very heart of everything we strive for.
Tailored Financial Strategies
Your financial needs are unique, which is why we provide tailored strategies, never generic solutions. We lament the spread of catch-all policies and unadvised solutions, but we fight back with a robust and highly personalised approach that sees clients spend their entire financial lives with us.
With Us, Its personal
We're more than just advisors, we're your financial partners. At KGJ, we value building long-term relationships with our clients, offering ongoing support and advice to help you get through life's often complicated financial journey. Financial security and peace of mind are our watchwords.
The KGJ Way
The essence of what we do is in the way our approach intertwines traditional values with modern financial strategies. We call it the ‘KGJ way.’ Whatever your aspirations, trust KGJ to give honest, direct and expert financial advice in Wollaston for you, your family and your business.