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. The value of your investment can go down as well as up. You could get back less than you invested. Knee Financial Planning 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). Knee Financial Planning is a trading name of Knee Financial Planning Limited. SJP Approved 14/01/2026
Bath, England, United Kingdom
Financial Services
—
—
No verticals classified
financial planning, pensions, tax planning, wealth management, investments, financial protection, corporate clients, estate planning, business owners, private clients, corporate tax planning, intergenerational planning
—
—
6
2023
—
Prospects
No prospects linked to this account.
Outreach History
Outreach sequencing tables are not yet in Supabase.