Your Trusted Partners for Comprehensive Personal Guidance
This directory provides a curated list of professional service providers across various industries, including private medical insurance, estate planning, foreign exchange, investment management, mortgage assistance, accounting, and holistic wellness.
Always mention ‘Venture Knoll’ for a free initial consultation and discounted rates.
Jump straight to:
Mortgage Advice
Finding the right mortgage and insurance solutions can be a complex process, but our trusted
partner, Advantage FS, offers expert guidance and a customer-centric approach. Their team of
advisers is dedicated to helping you navigate the dynamic mortgage market and secure the best
possible terms.
Transparent Advice
Advantage FS ensures complete
transparency by informing you of any better deals they are aware of, ensuring you make an informed
decision.
Specialist Services
Whether you’re a first-time buyer, self-employed,
have credit issues, or are
an older borrower, they have the
expertise to find suitable solutions.
No Mortgage, No Fee
Their commitment to customer
satisfaction is evident in their no-fee policy if your mortgage application does not result in an official offer.
CONTACT: Tom Collier on
Wills & estate Planning
Effective estate planning is crucial to safeguarding your assets and ensuring your wishes are carried
out. Our trusted partners offer comprehensive solutions, including intelligent wills, lasting power of
attorney (LPA), and trust services, to provide you with peace of mind.
Kinherit
Affordable and Intelligent Wills and secure
handover platform called Kinvault.
Clarke Willmott
Estate planning for high-net-worth clients.
Private Medical Insurance
Navigating the complexities of private medical insurance can be daunting, but with the expertise of
our trusted partners, you can find the right coverage for your unique circumstances. Charlie Francis,
the Managing Director at Howha PMI, brings over five years of experience in the industry, ensuring a
seamless and comprehensive process.
CONTACT: Charlie Francis, Managing Director at Howha PMI
Investment Management & Savings
Our trusted partners offer low cost direct to consumer solutions for clients that cannot justify
professional financial advice (£1 – £200k), whether you’re an individual seeking personal investment
plans and ISAs or a client with a larger portfolio. Their expertise ensures your financial goals are met
with sound strategies, and very competitive interest rate current accounts.
Wealthify
Accessible investing platform for
individuals, starting from £1.
InvestEngine
ETF investing platform with commissionfree
trading and managed portfolios.
Accountancy & Tax Advisory
Effective financial management and tax planning are essential for individuals and businesses alike.
Our trusted accountancy partners offer comprehensive services, including personal and corporate
accounts, wealth management, trust and estate management, and specialised tax advisory.
Inni Accountancy
Milsted Langdon
Zoe Chandler, Tax Manager
Specialties: Personal tax planning, CGT, IHT, international taxation
Holistic Wellness
Our trusted partner, Pinnacle Wellness, offers a comprehensive approach to wellness, providing
access to experts in mental, physical and financial health. Contact jason@ventureknoll.com for an introduction to any of our experts for a free chat.
Mental Health Support
Consult with Tom Johnson, an
ex-England rugby player and
mental health expert, or James Hall, a suicide counsellor based in Bristol
Plus 116 123 Samaritans
Physical and Brain Health
Liz Wheeler, a physical and
brain health expert, helps
professionals implement
healthy habits into their busy
lives.
Financial Planning
Jason Knowles, a Chartered
Financial Planner, provides
guidance on financial wellness
and planning for a secure
future.
Foreign Exchange & Treasury Services
Whether you need assistance with multi-currency transactions, hedging strategies, or simply better exchange rates, our trusted partner, Aston Currency Management, provides expert guidance and execution in the foreign exchange market.
Expert Guidance
Benefit from personalised
advice and solutions tailored
to your specific foreign
exchange needs.
Execution
Leverage their expertise in
treasury execution, spot FX,
hedging, and multi-currency
transactions.
Competitive Rates
Their commitment to customer
satisfaction is evident in their no-fee policy if your mortgage application does not result in an official offer.
CONTACT: