KP Financial Wellbeing

KP Financial Wellbeing I am an award winning Financial Planner helping my clients with their financial wellbeing

A fab afternoon at the We Are Bolton ambassador meeting yesterday One of the best meet ups yet! So proud to live and wor...
03/06/2026

A fab afternoon at the We Are Bolton ambassador meeting yesterday

One of the best meet ups yet! So proud to live and work in Bolton

Even got to touch the silverware 🙌

Tune into Bolton FM this morning 11am - 1pm for this months Financial Wellbeing ShowI will be talking to Andrew Morgan a...
03/06/2026

Tune into Bolton FM this morning 11am - 1pm for this months Financial Wellbeing Show

I will be talking to Andrew Morgan about care homes and the costs of fees as well as having a chat with a couple of children from St Joseph's R.C. High School about my recent financial education sessions

As well as that we will be playing some great music and I will be asking you my question of the day

Spent a lovely morning yesterday networking with my Covem ladies A valuable few hours of my time Loved it as always Sara...
21/05/2026

Spent a lovely morning yesterday networking with my Covem ladies

A valuable few hours of my time

Loved it as always

Sarah Hulme Laura Barrett - Stonebrook Mortgages

Thank you to Jane Dixon for asking us to support The Bereavement Cafe at their recent meeting held at the Toughsheet Sta...
19/05/2026

Thank you to Jane Dixon for asking us to support The Bereavement Cafe at their recent meeting held at the Toughsheet Stadium.

As proud patrons and supporters, we are passionate about helping those navigating loss and grief, and providing practical guidance during difficult times.

We spoke about financial literacy and support following the loss of a loved one, and shared practical tips to help people feel more informed and empowered during challenging times.

The Bereavement Café provides such an incredible service and safe space for people when they need it most, offering compassion, understanding, and support through grief and loss.

Thank you to everyone who attended and contributed to such an open and supportive conversation.

We recently delivered our “Planning for Your Future” financial education programme to Year 9 students at St Joseph's R.C...
18/05/2026

We recently delivered our “Planning for Your Future” financial education programme to Year 9 students at St Joseph's R.C. High School over two fantastic days.

The sessions included 2 interactive sessions covering important real-life financial topics including:

• Payslips
• Tax
• National Insurance contributions
• Pensions
• Savings
• Insurance

It was great to see so much engagement and participation from the students throughout the sessions. They are a credit to the school.

We received 172 feedback sheets, with:

30% strongly agreeing the sessions were enjoyable
69% agreeing the sessions were enjoyable

A huge thank you to the staff and students at St Joseph’s High School for their enthusiasm and warm welcome.

We look forward to continuing to support young people in planning confidently for their futures.

Absolutely thrilled to be joining the judging panel for SheInspires- Celebrating  WomenCan’t wait to hear some beautiful...
15/05/2026

Absolutely thrilled to be joining the judging panel for SheInspires- Celebrating Women

Can’t wait to hear some beautiful stories of growth and resilience

We are absolutely delighted to welcome Kaye Price to the She Inspires judging panel.

A previous She Inspires winner and long-standing member of the She Inspires family, Kaye brings not only professional excellence, but warmth, integrity, compassion and a genuine commitment to helping others thrive. Through KP Financial Wellbeing, she has spent years supporting individuals, families and organisations to build healthier and more confident relationships with money, making financial wellbeing accessible, human and empowering.

Her She Inspires journey has been a beautiful one, from finalist to winner to now helping recognise and celebrate others. She was recognised with SheInspires Women in Business 2025 Award.

Welcome Kaye. đź’ś

Had a wonderful day! Back to orrow for some more!
14/05/2026

Had a wonderful day! Back to orrow for some more!

Today we welcome Kaye Price, award winning Financial Planner to talk to our year 9 pupils about how to plan for their future.

Honoured to be invited to a St. James's Place Peer Group session on Monday with the Small Business Unit alongside a good...
13/05/2026

Honoured to be invited to a St. James's Place Peer Group session on Monday with the Small Business Unit alongside a good number of other partners and the The Wisdom Council.

Great to spend time discussing practical ideas to improve the business for both partners and clients, with a strong focus on collaboration, innovation, and delivering even greater value.

It was also a pleasure to have our CEO James Rainbow in attendance and contributing to the discussion.

A brilliant, well spent day, out of the office rounded off with dinner at The Ivy Manchester. Great conversations, great company, and plenty of valuable insights shared.

Looking forward to seeing some of these ideas come to life and connecting again with new found colleagues and friends

Great to have Catherine from Bolton's Money Skills Service join me on my radio show today Bolton FMWe talked all about t...
06/05/2026

Great to have Catherine from Bolton's Money Skills Service join me on my radio show today Bolton FM

We talked all about the support their service offers, helping people build confidence with money, access guidance, and get the right support when they need it most. Really valuable to highlight what’s available locally.

I also shared some tips for Dying Matters Week

It’s such an important reminder to have open conversations, get things in order, and make your wishes known as it's not always easy, but so worthwhile.

Two important topics, both about planning ahead and supporting ourselves and others.

Because You Matter: Honouring Life and Protecting Love During Dying Matters Awareness WeekEvery May, Dying Matters Aware...
06/05/2026

Because You Matter: Honouring Life and Protecting Love During Dying Matters Awareness Week

Every May, Dying Matters Awareness Week encourages us to have honest, heartfelt conversations about death, dying, and grief conversations that many of us find difficult, but deeply necessary.

This week is a reminder that while death is part of life, it’s also something we can prepare for with intention, compassion, and care.

For me, this is more than a topic - it’s personal.

Read my blog to find out more



Every May, Dying Matters Awareness Week encourages us to have honest, heartfelt conversations about death, dying, and grief—conversations that many of us find difficult, but deeply necessary. This week is a reminder that while death is part of life, it’s also something we can prepare for with in...

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Bolton

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

Telephone

+447703410651

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