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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.
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.
After our initial meeting with Mark Russell we had a greater understanding of how we might achieve our plans for retirement,
and with Mark’s help those plans have now been fulfilled.
Iain and Katy Colquhoun
Knight James combines well-informed advice with clear, simple explanations about the products it recommends which are understandable to the non-expert and backed up with extensive research for the more experienced investor.
Paul is professional and courteous and offers a varied
choice of investment opportunities.
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