0117 295 7680
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kimberley is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kimberley's status
Last checked: 15 April 2025
Kimberley is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kimberley's status
6
Recent Client Reviews
Kimberley has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kimberley has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Kimberley has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Kimberley has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kimberley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kimberley has provided information on their typical fees
Kimberley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kimberley (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Kimberley
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kimberley (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Kimberley is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kimberley's status
Last checked: 15 April 2025
Kimberley is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kimberley's status
6
Recent Client Reviews
Kimberley has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kimberley has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Kimberley has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Kimberley has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kimberley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kimberley has provided information on their typical fees
Kimberley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kimberley (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Kimberley
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kimberley (based on 6 first impressions)
Hi! I'm Kim and its my pleasure to share with you a bit about my business. What you get when you work with Guided Financial is - Specialist knowledge and experience, guidance, and support through pivotal life events Divorce, bereavement, retirement, legacy planning, raising a family and ageing / ailing parents - Actual transparency. Take a look on our website. There are specific details of our service and pricing. Not mysterious, opaque, or hidden. You only pay when you feel you've had the expected value, which we're very confident you will. - You'll feel valued as an individual. Guided Financial is led by a husband-and-wife duo, backed by a support team of 8. Small enough to care, big enough to give you confidence. - You'll get more than financial value. Everything we do aims to guide you towards your own version of financial freedom. We'll grow your wealth but we're not aiming to make you rich, we aspire to make your life richer. What you might like know about me is - I'm open, direct, and atypical in my approach - I am very well qualified (check out the education section) - I'm a decent racquetball player but an awful cook I look forward to hearing from you!
Offers available through VouchedFor
Contact Kimberley through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kimberley's clients
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