Business Details
8 Years
experience
Trusted Financial Advisers in Gloucester
Kirby & Knott Financial Planning is a family-run financial advisory firm established in 2018, serving clients in Gloucester and surrounding areas. Founded by Alex Kirby and Richard Knott, our practice combines over 25 years of shared industry experience with a client-centric approach. We specialise in creating tailored financial strategies for individuals, families, and businesses, focusing on investment planning, retirement solutions, and protection services. Our team of Chartered Financial Planners and experienced professionals delivers clear, jargon-free advice designed to help clients achieve long-term financial security.As active members of the local community, we support initiatives like the Hollie Gazzard Trust through fundraising and sponsorships. Our partnership with St. James's Place Wealth Management provides access to comprehensive investment solutions backed by industry-leading expertise. We maintain rigorous professional standards, with team members holding prestigious qualifications including Fellow status from the Chartered Insurance Institute. Our commitment to transparency and ethical practice ensures clients receive reliable guidance aligned with their personal and financial goals.
Services
Investment Planning
Retirement Planning
Protection Planning
Business Services
Wealth Management
Mortgage Advice
Will Writing Referral
Tax Management
Employee Benefits
Key Person Insurance
Details
- Year established: 2018
Highlights and features
- We offer 25+ years of combined experience in financial services
- Our team includes Chartered Financial Planners with Fellow status
- We provide personalised advice tailored to individual circumstances
- We maintain transparent fee structures with no hidden costs
- We prioritise local community engagement and support
Associations and certifications
- Chartered Insurance Institute
- Personal Finance Society
What people say
Exceptional service
Clear explanations
Personalised approach
Technical expertise
Trusted advisors
Services
Investment Planning
We create customised investment strategies aligned with your financial goals and risk tolerance. Our approach combines St. James's Place's expert fund management with regular portfolio reviews to ensure your investments work effectively towards your objectives. With access to first-class global investment managers, we help clients build and preserve wealth across market cycles while maintaining transparency about potential risks.
Retirement Planning
Our comprehensive retirement planning service ensures you can enjoy financial security in later life. We assess your current provisions, model different retirement scenarios, and implement tax-efficient strategies to maximise your pension pot. Through regular reviews and St. James's Place's investment expertise, we help clients navigate complex pension regulations while maintaining flexibility for changing circumstances.
Protection Planning
We provide specialist insurance solutions to safeguard your family's financial future and protect business assets. Our approach considers life cover, critical illness protection, and income protection tailored to your specific needs. We help clients understand policy options, ensuring adequate coverage without over-insurance, while maintaining compliance with Financial Conduct Authority regulations for client protection.
Business Services
Our business advisory service covers employee benefits, key person insurance, and corporate pension solutions. We help business owners protect their assets, reward staff effectively, and implement succession planning strategies. With access to St. James's Place's resources, we provide scalable solutions for growing businesses while maintaining focus on long-term financial sustainability.
Wealth Management
We offer holistic wealth management covering all aspects of personal finance. Our five-stage approach includes initial consultation, strategy development, implementation, regular reviews, and inter-generational planning. We coordinate with trusted professionals for will writing and tax management referrals, ensuring comprehensive financial solutions that adapt to life's changing circumstances.
People
Alex Kirby
Director and Chartered Financial Planner
Alex Kirby co-founded Kirby & Knott Financial Planning in 2018 after working with major firms like Zurich and Santander. A Chartered Financial Planner and Fellow of the Chartered Insurance Institute, he specialises in delivering clear financial advice tailored to individual client needs while maintaining the highest professional standards.
Richard Knott
Director and Chartered Financial Planner
Richard Knott brings extensive financial services experience to his role as co-director. Achieving Chartered and Fellow status, he focuses on building trusted client relationships and delivering exceptional service. He combines technical expertise with a personal approach to help clients achieve their financial aspirations through comprehensive planning strategies.
Ashley Pooley
Financial Planner
Ashley Pooley joined the team in 2024 with a background in private banking at Coutts & Co. He specialises in creating bespoke financial plans that provide clients with long-term peace of mind. His approach combines technical expertise with a focus on delivering tailored solutions that adapt to clients' evolving financial needs.
Alix Whittard-King
Financial Planner
Alix Whittard-King transitioned to financial planning from retail buying, bringing a client-focused perspective to her role. She excels at listening to clients' needs and developing customised financial solutions. Her background in senior retail roles enhances her ability to understand clients' financial priorities and deliver practical advice.
Jess Blakeman
Practice Manager
Jess Blakeman oversees the firm's operational functions with extensive client service experience from hospitality and banking sectors. She ensures smooth delivery of client services while maintaining efficient back-office operations. Her organisational skills and client-focused approach contribute significantly to the firm's service excellence and operational effectiveness.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement solutions, protection planning, and business financial services, with access to St. James's Place's comprehensive wealth management products through our partnership arrangement.
How do you tailor financial advice to individual clients?
Our five-stage approach begins with understanding your unique circumstances, followed by strategy development, implementation, regular reviews, and ongoing support to ensure your financial plan adapts to life's changes.
What qualifications do your advisers hold?
Our directors are Chartered Financial Planners with Fellow status from the Chartered Insurance Institute, representing the highest professional standards in the financial planning profession.
How are you involved in the local community?
We actively support local initiatives including the Hollie Gazzard Trust through annual charity golf events and sponsorships of grassroots football clubs like Abbeymead Rovers.
What makes your firm different from other advisers?
Our combination of local personal service with access to national resources through St. James's Place, plus our commitment to ongoing client education and transparent communication sets us apart.
Reviews (2)
James Weaver
Apr 19, 2021
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A few months ago, I was speaking with a client, who was getting very anxious about her finances. Her husband had always looked after their significant savings and investments, but when he passed away, she was left to try and make sense of it all. She was also coping with a stressful job at her local town council, and had been overwhelmed she told me I just buried my head in the sand. I suggested she have a chat with Richard Knott of Kirby Knott Financial Planning Ltd, as I knew he would be able to advise her. They met and had a really good conversation about her current situation and
Natalie Ferrari
Jan 28, 2021
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I have used Kirby & Knott for financial advice and for mortgage advice. Their service levels are outstanding. They are friendly and connect with you on a personal level while remaining extremely professional. They have gone above and beyond to provide me with all of the information I need to make informed decisions every step of the way. I can't recommend them enough. Thank you!
