We genuinely care about the investment and life outcomes of our advice, helping you achieve the lifestyle you aspire to. As well as our services provided to you through your employer, we are available to be by your side at other key life moments. From buying a house, to starting a family or retiring, we can help you ensure you understand the impact on your finances and how you can best act. There are many specialisms within financial services and we have a network of trusted partners to deliver you the best service whatever you need; saving you time and worry of researching new advisers. Based in Bath, we help employers across the UK. We do this in conjunction with Excellect who are a market-leading employee benefits provider, and our network of other trusted financial services professionals so we can deliver a holistic service. We are a totally independent wealth management firm, backed by Vision for our regulatory support. Vision are 100% owned by Rathbones, a 330-year-old investment firm with more than £100 billion assets under management.
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5 Argyle Street, Bath, BA2 4BA
We know what it is like to be unsure about aspects of your money. It can create uncertainty, worry and a lack of engagement that has the potential to damage your financial future. We are on a mission at Venture Knoll to empower you as an individual to grasp your financial future, educating you where you are unsure and helping you attain the lifestyle you aspire to. At all the key stages through your life, from starting your pension to starting a family, buying a home to entering retirement, we wish to be on hand to give you the financial advice you need.
Venture Knoll is a trading style of Cooper Knowles Limited which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register here. The future value of investments can fall as well as rise and future growth is not guaranteed. *Please note the FCA does not regulate the following services: Financial Well-being products and Employee Financial Education. Registered Office: 5 Argyle Street, Bath, BA2 4BA Tel: 01225 462 145. Registered in England and Wales. Registration number: 14967873.
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The following reviews are independent and not verified by Vetted Adviser.
Reviews from other sources
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
Retirement within the following 10 years
How did they help you?
Jason has shaped my portfolio to work with my personal and pension unds at an appropriate level of risk.
Have you seen the outcome you were hoping for?
Given the market circumstances, my portfolio has performed beyound expectations.
Vincent
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (4.7)
What were the circumstances that caused you to look for a financial adviser?
Gap in pensions savings requiring financial planning.
How did they help you?
Assisted with the repatriation of overseas holdings and subsequent investments.
Have you seen the outcome you were hoping for?
Yes
What could your adviser have done better?
Not known
Nadia
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (4.7)
-
Vince B Brandon
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Excellent clear and concise.
Marcus Lidster
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
-
Malcolm Harding
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
-
Paul Reeve
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
I became an orphaned client and needed an advisor.
How did they help you?
Consolidate my pension
Have you seen the outcome you were hoping for?
Ongoing
What could your adviser have done better?
Nothing
Paul Cheeseman
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
Planning for retirement
How did they help you?
Advised on Pensions ISAs GIA investment
Have you seen the outcome you were hoping for?
Yes.
What could your adviser have done better?
Nothing to add here.
Vernon blunt
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Jason responded to my VouchedFor enquiry extremely promptly (within minutes!). Initial phone call was encouraging, and his emailed Initial Advice Document summarised our discussion accurately. So far, so good!
Colin
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
I had money in high street bank accounts and I was looking for somebody to help me to get better yields.
How did they help you?
With straightforward advice and always putting forward all scenarios I have found Jason to be excellent in communicating in a way I can understand. He has helped me redeploy my savings with advantageous outcomes
Have you seen the outcome you were hoping for?
I have
What could your adviser have done better?
I'm happy with the service
Mark Hall
Reviewed on 2025-04-14 14:54:33
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Jason Knowles
Adviser contact details
07777 493737
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