What our customers say...
See below for some of the lovely comments we've received from our clients over the years.
Testimonial Video
Nick Gazzard
Testimonial Video
David Jordan
"I've known Alex and Richard since school and been a client for two years. They are not only technically spot on, but they explain things in a simple way that has allowed my wife and I to plan for the future.
It's allowed us to continue with our hectic lives knowing that our finances are being managed in the right way, putting us in the best place to do the things we want to do in the future"
Andy Shaw
"Highly recommended, wonderful team who make you feel welcome and no questions are left unanswered.
Very helpful and explain things so you can understand the financial world.
Great advice given and they are there for any questions you have or concerns about the future.
Definitely wouldn't go anywhere else."
Claire Robinson
"Highly recommend Kirby & Knott Financial Planning.
Alex has been invaluable for advice across the board from pensions to life cover and insurances. It's important to have these affairs in order and with Alex we feel in very safe hands, with no headaches or concerns.
All the team are friendly, knowledgeable and lovely people, so it's a definite 5-star from me."
David Jordan | Company Director, Tewkesbury
"Rich really took the time to understand my situation and what my goals were for the future.
I was thoroughly impressed by the professional service and advice that I have received around my pensions, and now have a clear plan towards retirement."
Nick Gazzard | Auditor, Gloucester
"I can't recommend speaking to Alex highly enough! I was keen to understand how my current position was performing and I was recommended to Alex. He spent time with me, taking me through the benefits and drawbacks of my current position.
Following his advice, I feel reassured that my retirement is being looked after and that the regular contact we have will ensure my plan adapts as I move through life."
Nina Pearson | Lettings Manager, Gloucester
"Having not dealt with a financial adviser before we didn't know what to expect. Alex immediately put us at ease and the service provided was exceptional, he was always at the end of an email or phone during Covid 19 lock down.
He gave us sound advice and we would not hesitate to recommend him and the company to anybody who requires this service."
Steve & Sue Eamer | Gloucester
"Alex and Rich put a lot of thought, effort and energy into the sessions which were delivered in an interactive way.
The knowledge and expertise of Kirby & Knott was evident within both the resources and the delivery. The students found the sessions engaging and useful and enjoyed the challenge."
Jenny Manning | Head of Careers, Gloucester
"I felt confident and reassured with our relationship from our first conversation.
As well as everything being well explained, it was evident that Alex had listened, understood and built into our conversation the things important to me.
He took the time to carefully explain and ensure I had all the details and fact I needed, quickly building a trust that was so important to me."
Tim Morris
"I started working with Kirby & Knott in 2019 on consolidating my pensions from various previous employments, and it is no exaggeration to say that it has been life changing.
The speed and efficiency of their work has put me in a financial position (in a good way!) that I could never have imagined 3 years ago. Highly recommended."
Neil H | Gloucester
"Alex Kirby is very pleasant to deal with has always been extremely knowledgeable and helpful with the advice that has been given to myself and my husband with regards to our pensions and our financial planning future.
He has always made himself available wen we have needed him and we have every confidence that he is working with our best interested in mind.
I would definitely be happy to recommend Kirby & Knott to my friends and family."
Tiffany Watkins | Test and Support Manager, Cheltenham
"I cannot thank Debbie enough for the A class service she provided in respect of my mortgage. Nothing was too much trouble and I greatly appreciate her taking the time to explain the options available and being flexible to any changes I wanted to make.
I would not hesitate to recommend her service and expertise to friends, family and clients."
Holly Siddall | Accountant
"Meeting Alex at a networking breakfast and liking his down to earth approach to financial matters, myself and my partner have since used him to help merge several previous company pensions, along with some long term investments.
Alex is very knowledgeable but also knows how to explain it to someone who isn't so that they understand.
I have no hesitation in recommending Alex and have already done so to 3 people!"
Private client
"I recently asked Richard to review my pension arrangements for me. I had a couple of pension schemes from different employers and I have been with the same financial adviser for about 10 years now. I felt I needed a fresh pair of eyes to give me an assessment.
I found Richard to be very professional and knowledgeable. He also took the time to explain things to me so that I could understand properly. This resulted in me transferring my pensions to the scheme that Richard recommended.
The process was very smooth and I feel confident with the investment choice. I would not hesitate to recommend Richard to anyone who is looking for financial advice.
Thank you Kirby & Knott!"
Amanda Strange | Director, Yate