Wealth Management

Our dedicated team of financial planners will provide excellent levels of service and expertise with a personal touch. We work with business clients, where we can provide tax efficient strategies for protection and retirement, but also with private clients, including directors, where we provide wealth management and tax mitigation services. These services include pensions planning and management, investment oversight and estate planning services.

We understand that wealth management can be confusing, which is why we will advise you on the best route to take. To find out more, visit

Please note that Knill James Wealth Management Ltd is a separate business from Knill James, Chartered Accountants and that it is authorised and regulated by the Financial Conduct Authority

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