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Wealth
Management

Managing the risk

Through the Knight James Structured Investment Process, we create clearly defined and risk-managed investment strategies.

 

We use a blend of traditional and innovative financial products from trusted partners.

 

We construct plans that make sense on every level and that are designed to achieve the goals our clients have set and over the time frame they have set them. This may involve simply reorganising and optimising an investment portfolio at the same time as planning for mitigation of an estate for inheritance tax planning.

 

Our Process

From the initial conception of an investment strategy through to the implementation and ongoing regular reviews, we ensure our advice stays true to the financial objective.

 

We understand personal circumstances can change – they do for us all – sometimes gradually, sometimes in the blink of an eye. Working in partnership as your trusted adviser, we will ensure your financial strategies are flexible and can adapt to the new reality of your life.

 

We have a simple yet proven service strategy: to ensure our advice and all-round service meets the exact needs and expectations of every single client.

 

 

Registered Office: Knight James
6 Station Road, Thames Ditton, Surrey, KT7 0NR

Reg in England no 7704870

 

Knight James Associates Ltd is authorised and regulated by the Financial Conduct Authority.

 

FCA Registration No.: 563896

 

Wealth Management