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.

Jonathan Knee DipPFS is available to you for a free consultation.