Partner Practice of St. James's Place Wealth Management
“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 already have done so to three people!”
“Rich really took the time to understand my situation and what my goals were for the future. I was really 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 pension was performing and I was recommended to see 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
“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
“Alex recently conducted a review of my pension provisions and I was very impressed with the speed, the clarity and the creativity of the process. Alex was very clear and honest about what the risks and benefits were of the options presented and at no time throughout the process did I feel under any pressure to make decisions I was not comfortable with. Not only would I recommend Alex, I already have to some friends and family that are looking for financial advice. ”
Neil Hopwood, Gloucester
“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 profess 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 Richard!”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Kirby & Knott Financial Planning Ltd is registered in England and Wales, Number 11611045. Registered Office: Barnwood Point Business Centre, Corinium Avenue, Barnwood, Gloucester, GL4 3HX, United Kingdom.