Knight James is well placed to become your trusted adviser.

Knight James Wealth Management About us banner

We listen and understand what’s important in your life and then construct a sensible and balanced plan to achieve it.

Our independent status is precious to us. It is our guarantee that we will be completely impartial in our recommendations as far as investment and protection products are concerned.

We’re here to help individuals, couples and families. We also help people who run small and medium-sized businesses by guiding them through the maze of pensions auto enrolment.

Our Expertise

  • Investment Advice
  • Portfolio Management
  • Tax Planning
  • Group Personal Pensions

The Financial Conduct Authority does not regulate taxation and some aspects of workplace pension schemes.

Our team

There is a family feel about Knight James which comes from dealing with a close-knit team of positive people.
Paul Basson
Paul Basson Founder

The cornerstone of good financial advice is to educate our clients to make the correct financial decision, a decision they’re content with rather than having a dictatorial approach.

Founded Knight James

2000

Area of expertise

Helping private individuals and business owners fulfil their financial goals and making the complex simple.

Keen to move with the times, I embrace progress within the financial services industry and keep an open-minded approach to new ideas and strategies on behalf of my clients. I specialise in the following areas:

  • Investment planning
  • Pathway to retirement planning
  • At retirement planning
  • Corporate financial advice

Top tip

Don’t forget to live and enjoy your life, you never know what’s around the corner.

First job

Motor Insurance Claims Negotiator for the Western Australian Insurance Company.

Favourite pastime

A very frustrated golfer and supporter of Arsenal.

What clients would be surprised to know about me

Aside from being a hip hop dancer back in the day, yes really, I was also to be found playing percussion in the early 90s at various clubs.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning advice.

020 8398 6677 paul.basson@knightjames.com
Mark Russell
Mark Russell Independant Financial Adviser

Started at Knight James

2006

Area of expertise

I ensure clients are fully informed of all the options (and costs) available to them in order to make prudent financial decisions about their future. This includes:

  • Pensions
  • Retirement planning
  • Investments
  • Business Protection – including key man cover, shareholder/partner
  • Protection

Talk to me about why business protection is so important for SMEs.

As a company director, shareholder or partner your business is often one of your major assets. It is therefore important to safeguard the ownership of the company in the event of the death of either you or one of your business partners.

Whatever the business structure, there is a need for protection that needs to be tailored for that business. I ensure that your business is properly protected to give you peace of mind.

Top tip

Don’t leave your business and your future in the hands of ‘chance’. Be proactive and responsible – it will give you peace of mind as well as financial security.

Favourite pastime

Outside of work, I’m a keen squash, badminton player and an enthusiastic if not always accurate golfer.  My sporting philosophy is one of eternal optimism!

What clients would be surprised to know about me

I became a Grandfather in 2023.

020 8398 6677 mark.russell@knightjames.com
Robbie Moore
Robbie Moore Independent Financial Adviser

Started at Knight James

2022

Area of expertise

I ensure clients are fully informed of all the options (and costs) available to them in order to make prudent financial decisions about their future. This includes:

  • Pathway to retirement planning
  • At retirement planning
  • Investments

Top tip

Remain informed. Meet with me on a regular basis to ensure your financial strategy is achieved. 

First job

I started as a work experience with the Woolwich Building Society over 30 years ago. I moved through the grades and realised my vocation when I started providing clients with financial advice.

What clients would be surprised to know about me

Away from work Robbie is a big sport fan and still manages to score a few runs and take the odd wicket. Robbie’s daughter is a keen Latin and ballroom dancer and challenged Robbie & his wife to try it for themselves. Friday night is now dance night for the whole family but don’t expect to see him on Strictly any time soon! 

020 8398 6677 robbie.moore@knightjames.com
Wendy Simmonds
Wendy Simmonds Client Relations Manager

Works for all three IFAs within the Wealth Sector, manages the busy office and knits the whole Knight James team together!

Started at Knight James

2013

Area of expertise

Navigating multiple provider platforms from initial enquiry to completion. Platform systems. Ongoing client maintenance.

Top tip

An ISA is one of the most tax efficient ways to invest, with no further tax to pay on income received from dividends, and no tax on any capital gains you might earn within your ISA.

First job

Door to Door Avon rep at 13!

Favourite pastime

Spending time with my family, reading about criminology and pathology and researching my next getaway!

What clients would be surprised to know about me

I’ve built a successful career having left school without taking a single exam (I missed a lot of school due to being a carer to my Mum). My Grandad George ‘lady’ Woodger used to play for Crystal Palace and had a cap for England.

020 8398 6677 wendy.simmonds@knightjames.com
Rusty
Rusty Head of Security

Started at Knight James

Since I was 13 weeks old

Area of expertise

Downward Dog Yoga Position

Top tip

Make sure your owners have plenty of cash for treats

First job

Chasing wildlife in my garden. I’m paid 2 treats an hour

Favourite pastime

Sleeping in awkward places – such as the office stairs!

What clients would be surprised to know about me

Something clients would be surprised about – I was dog of the month in About Thames Ditton

Speak with our experienced team to find out how we can help.

Contact us