Welcome to Knee Financial Planning
Knee Financial Planning offer a bespoke financial planning service for Private Clients, Family Estates and Business Owners across the UK, providing them and their companies with comprehensive strategies to optimise wealth, manage risk, and help achieve financial goals. This may include investment management, tax planning, estate planning, retirement planning, and business succession planning for both the individual and corporate entities.
Our services aim to align financial decisions with clients’ unique circumstances and long-term objectives, often involving collaboration with tax specialists, legal advisers, and other investment professionals.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 08/01/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
