Jonathan Knee DipPFS

At-a-Glance

Provides financial planning and well-being services to corporate, personal, and private clients throughout the UK.
Leads Knee Financial Planning Ltd, an Appointed Representative of St. James's Place Wealth Management plc.
Holds a background in financial services, having worked as an Investment Analyst and Investment Technical Manager in London.
Volunteers for the NHS, Ralph Allen School, and SETsquared, a business innovation centre part of Bath University, focusing on financial education.

Biography

Jonathan Knee DipPFS offers financial planning, well-being, and long-term objective services to corporate, personal, and private clients across the UK. He operates Knee Financial Planning Ltd, which is an Appointed Representative of St. James's Place Wealth Management plc, authorized and regulated by the Financial Conduct Authority.

With a strong background in financial services, Knee previously worked in London as an Investment Analyst and an Investment Technical Manager for several years.