Karl Long, KGL Financial Planning

KGL Financial Planning Financial Planner
10 Dry Thistle Close
Looking to support people with pensions, investments, mortgages, protection (personal and business), inheritance tax planning.

Business Description

As an Associate Partner Practice of the prestigious St. James's Place, KGL Financial Planning's focus is on you and on working towards achieving or maintaining financial security for you and your loved ones.

Based on our core values, excellence of service and above-all, integrity, we will provide you with the financial solutions to satisfy your needs both now and in the future, specialising in expert advice in Investment Planning, Inheritance Tax Planning, Pension Planning, Mortgage Advice and Protection Planning. 

We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to meet your needs.

For a friendly, confidential and no-obligation consultation on how we can help you plan the future for you and your family, please get in touch.

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


Accreditations & Qualifications

  • M.A Education
  • Financial Education Specialist 
  • B.A (Hons) Management 
  • Diploma in Personal Financial Planning (DipPFS)
  • Certificate in Mortgage Advice -Cert CII (MP)