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
9:00 - 17:00
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 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 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