E kns@thinkpositive.co.uk

T 01539 740987

About us

Our team, always on your side

Kevin Bousfield

Contact Kevin

T 01539 742892

Kevin Bousfield

Kevin Bousfield qualified as a financial adviser in 1997 and has been a director at KNS Financial Planning since forming the business with colleagues Nichola Johnson and Stephen Braithwaite in 2010. His further qualifications and long experience have focused particularly on retirement planning matters and helping clients to manage their investments. Educated in Cumbria, keen sportsman Kevin lives in the area with his wife Lisa and young family.

The value of investments can fall as well as rise, you may get back less than you invested.

Nichola Johnson

Contact Nichola

T 01539 742891

Nichola Johnson

Nichola Johnson grew up in the Lakes, later moving to Kendal where she lives with husband Craig. Working in finance since 1998, she became an adviser in 2002, gaining a Business and Management degree and other qualifications whilst working. At KNS Financial Planning, her specialist areas include individual and corporate pension advice, long-term care funding, investment management, protection and retirement options. She enjoys cooking, travel and gardening.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate long term care planning.

 

Stephen Braithwaite

Contact Stephen

T 01539 742890

Stephen Braithwaite

Stephen Braithwaite has always lived in Cumbria, working with Kevin Bousfield and Nichola Johnson for over 15 years. With some client relationships of more than 20 years, he has been an adviser since 1992 and gained elite Chartered Financial Adviser status in 2010. He majors in pension planning, also advising on life and critical illness cover, investments and inheritance tax. Interests include, cars, travel and endurance running.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate inheritance tax planning.

David Birkbeck

Contact David

T 01768 371800

David Birkbeck

David Birkbeck joined KNS Financial Planning as a director in 2015 with almost 30 years’ finance experience. Educated at Appleby Grammar School, he worked for a clearing bank before joining a financial advice firm in 1994. Experienced in all aspects of financial planning, he specialises in equity release and long-term care issues as well as mortgage queries. Married to Ollie, with two sons, he enjoys cycling and community involvement.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FCA do not regulate long term care planning.

Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.

The KNS Financial Planning advisers and support staff offer a thorough service that involves:

1

A free initial consultation focused on your specific financial aims and risk profile

2

Thorough review of your finances and what you would like them to deliver for you

3

Expert research into strategies and plans to suit objectives agreed between us

4

Detailed reporting on our findings, with suggested products to meet your needs

5

Activation of a mutually agreed plan, arranging investments and policies for you

6

Ongoing scheduled reviews enabling your plan to be adjusted for life’s changes

For more information Contact Us or view our Newsletter.   The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.