About Us
Our mission is to empower individuals to achieve their goals and aspirations through the sound financial planning we provide.
Based in Bath, we help individuals and employers across the UK. We are a wealth management firm, operating as part of the Quilter Financial Planning network for our regulatory support. Quilter oversees more than £100 billion in assets under management.
Our expertise and approach
We work with businesses who regard their company pension and other financial services benefits as a means to a great recruitment and retention strategy, and part of a broader employee well-being drive – being educated and confident about money is such an important part of this.
With us you can explore finding a better pension scheme, one which may offer a wider range of investment options, and/or cost savings for you; complemented by a tailored financial education programme for employees.
Our Managing Director
“I never take money for granted… not my own, and let alone others’, like my clients’ wealth. I grew up in a financially poor household, with a limited income my parents earned from running a village post office. My father, also a builder, died when I was just 18 from illness brought on by exposure to asbestos.
So my earliest experiences of money were negative ones: the family struggling to pay bills, making ends meet. I had to quickly overcome the mental barriers created by this when I started my career in financial services. Through taking an interest, learning from those around me and being formally trained, I felt an empowerment which transcended my overall well-being.
Now, I am on a personal mission to help others achieve financial well-being. Working with companies and their employees as clients through Venture Knoll is a fantastic way to do this. I go further too, as I have previously provided financial well-being workshops in schools to help young people become comfortable and confident with their finances, long before they reach adulthood.
One further point about my background. I was lucky enough to start my career working under one of the finest investment managers in the country. Under his wing I learnt how to run money, the strategies and best practices. As a financial planner now, I don’t stock pick for clients. But I am extremely informed and choose each client’s discretionary manager very carefully. Thanks to this background, I know the minutiae of what to look for.
At Venture Knoll, I work with an excellent in-house team to deliver great service to all our clients. I myself am an FCA registered financial adviser. I have worked in the financial services sector since 2003 and have a vast level of experience advising high net worth individuals, SMEs and large businesses. And with our extended network, there is little in the sphere of finance that we cannot offer to a high standard.”
Jason Knowles MSCI
Managing Director
Our Trusted Partners
Private Medical Insurance (PMI)
For directors and employees to reduce absenteeism, show you care, and give peace of mind. Our partner works with the whole of market and will ensure you get the best deal.
Finance
Mortgages, commercial and development finance.*
Legal services
As needed for important matters such as Wills, Trusts, Lasting Power of Attorney, Prenup, Postnup and Divorce*
Accountancy
For companies and individuals
International
Cross border accountancy, legal and investment management
Offshore Investing
Offshore Investing
Small Investments
Advice for smaller investors (less than £100k)
Financial
Well-being
Guidance for financial well-being
US Services
US tax and investing solutions
FX
Foreign exchange including for onshore and offshore cash accounts and global payments.
Equity Release
Equity release and lifetime mortgages*
