Elevate your wealth.

Pensions, financial planning and well-being for companies and their employees

“Venture Knoll is an independent financial adviser. Usually leading with a bespoke workplace pension solution which will empower and motivate your workforce, stand you out in the recruitment market and often save you money, we provide financial education, advice and services to directors and employees.

Performance and professionalism are, of course, essential. But we believe that you can get so much more from good financial advice. It is your pathway to the future you aspire to, and an important factor in your overall well-being today.

We can help you meet auto-enrolment compliance and help you to create a happy, productive workplace culture and financially sound corporate decisions. We do this through drop-in clinics, good communication and the right products.”

Jason Knowles MSCI Managing Director

Holistic Financial Planning

Tax efficient
wealth accumulation

Pensions

Workplace and personal

Protection

Against financial risk to you, your business, and your family

Estate Planning and Exit Strategy*

Inheritance tax and
legacy planning

Jason has always provided us with clear impartial advice, we are confident that he has our best interest at heart.

Venture Knoll have helped me understand all the options available to me, the pros and the cons. They also helped me liaise with the specialist independent department who made the final decision on the transfer. They also answered other financial questions i have raised in a very professional manner.

I had money in high street bank accounts and I was looking for somebody to help me to get better yields. With straightforward advice and always putting forward all scenarios I have found Jason to be excellent in communicating in a way I can understand. He has helped me redeploy my savings with advantageous outcomes

Venture Knoll responded to my enquiry extremely promptly (within minutes!). Initial phone call was encouraging, and the emailed Initial Advice Document summarised our discussion accurately. So far, so good!

CORPORATE SERVICES

We value long-term relationships with our corporate clients. We seek to make an immediate positive impact and then build on this over time through good financial education and the establishment of trust with directors and employees. This creates a platform through which we can become a valued adviser on other corporate matters as they arise: from corporate investment advice to exit strategy.

INDIVIDUAL SERVICES

We genuinely care about the investment and life outcomes of our advice, helping you achieve the lifestyle you aspire to. As well as our services provided to you through your employer, we are available to be by your side at other key life moments. From buying a house, to starting a family or retiring, we can help you ensure you understand the impact on your finances and how you can best act.