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.

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.

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! 

Wendy Simmonds
Wendy Simmonds Client Relations Manager

Wendy supports all three IFAs within the Wealth Sector, keeping the office running smoothly and ensuring every client feels looked after from first enquiry through to completion. Quietly keeping everything and everyone connected since 2013, she is the heart of the Knight James team.

Started at Knight James

2013

Area of expertise

Navigating multiple provider platforms from initial enquiry to completion, with a particular strength in platform systems and ongoing client maintenance.

Top tip

An ISA is one of the most tax-efficient ways to invest — no tax on dividend income, and no capital gains tax on growth within your ISA. A simple move that can make a real difference over time.

First job

Door-to-door Avon rep at 13. She’s been getting things done ever since.

Favourite pastime

Family time, a good criminology read, and planning the next trip away — often following Crystal Palace, home and across Europe.

What clients would be surprised to know about me

I’ve built a career I’m proud of having left school without sitting a single exam — I spent much of that time as a carer for my mum. It’s shaped who I am, and I bring that same determination and care to everything I do at Knight James.

Laura Chubb
Laura Chubb Administrator

Laura joined Knight James in May 2025 and enjoys being part of a team that helps clients feel confident about their financial future. She supports the wealth management team across pensions, investments and client administration, helping to keep everything running smoothly behind the scenes.

Started at Knight James

2025

Area of expertise

Supporting the wealth team with pensions, investments and day-to-day client administration to ensure clients receive a high level of service.

Top tip

Be kind to yourself and to others.

First job

A Saturday job in a hair salon at the age of 14 – an early introduction to customer service!

Favourite pastime

Spending time with family and friends, going to the gym, and planning her next trip away.

What clients would be surprised to know about me

Laura has an identical twin sister – they arrived just five minutes apart!

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