Kirby & Knott Financial Planning

Kirby & Knott Financial Planning is a family-run financial advisory firm based in Gloucester. They provide financial advice and services focused on helping clients with their financial planning and support.
  • Investment Planning
  • Retirement Planning
  • Protection Planning

Size
Small
Phone
01452 348 690
Email
Available in Endole App
Locations
Steadings Business Centre, 6, The, GL2 8EY
01452348690
Digital Popularity
Social Media
Competitors
Renouf Wealth Management Ltd
Renouf Wealth Management Ltd is a financial advisory firm that provides a range of wealth management services.
Beaufort Financial
Beaufort Financial is a nationwide partnership of Independent Financial Advisers (IFAs) offering sophisticated and transparent financial advice to private companies and individual clients.
Company Details
Kirby & Knott Financial Planning is operated by Kirby And Knott Financial Planning Ltd and is a Active company incorporated on 8 October 2018 with the registered office located in Gloucester, Gloucestershire. Kirby And Knott Financial Planning Ltd was registered 6 years ago.

Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
9
Turnover
Unreported
Total Assets
£650.29K
Cash in Bank
Unreported
Total Liabilities
-£447.22K

Director • Financial Planner • British • Lives in UK • Born in Apr 1983
Director • Financial Planner • British • Lives in England • Born in Jan 1983
Teams
All
9
Management
5
Finance
4
Administration
3
Customer Service
3
Director • Joined Jan 2019
Practice Manager • Joined Nov 2022
Client Relationship Manager • Joined Jul 2019
Director And Chartered Financial Planner • Joined Jan 2019
Client Services Coordinator • Joined May 2024
Client Services Coordinator • Joined Jan 2023
Trainee Paraplanner • Joined Feb 2024
Financial Planner • Joined Aug 2024
Mortgage Advisor • Joined Jan 2020
Director • Joined Jan 2019
Practice Manager • Joined Nov 2022
Director And Chartered Financial Planner • Joined Jan 2019
Financial Planner • Joined Aug 2024
Mortgage Advisor • Joined Jan 2020
Practice Manager • Joined Nov 2022
Client Services Coordinator • Joined May 2024
Client Services Coordinator • Joined Jan 2023
Director And Chartered Financial Planner • Joined Jan 2019
Trainee Paraplanner • Joined Feb 2024
Financial Planner • Joined Aug 2024
Mortgage Advisor • Joined Jan 2020
Client Relationship Manager • Joined Jul 2019
Client Services Coordinator • Joined May 2024
Client Services Coordinator • Joined Jan 2023