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)
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Paul Cheeseman
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (3.7)
What were the circumstances that caused you to look for a financial adviser?
Poor returns on other savings/investments
How did they help you?
Presented clear alternatives
Have you seen the outcome you were hoping for?
Early days but results so far are encouraging
What could your adviser have done better?
I think the process went well with any slowness down to me
Simon Burrows
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
I had a small AVC pension running alongside my NHS pension which matured when reached 60 yrs of age.
How did they help you?
He helped my with the transfer of the AVC from Prudential
Have you seen the outcome you were hoping for?
Not yet as I am not yet retired and i don't plan to use the money anytime soon.
What could your adviser have done better?
no
richard Downes
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
-
Mark
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
-
Pawel Szymanski
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
First Impression Comment?
Very helpful service
Iain
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4.7)
What were the circumstances that caused you to look for a financial adviser?
Lack of knowledge
How did they help you?
Sound investments, better than previous firms we'd been with
Have you seen the outcome you were hoping for?
Yes
Susan
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
Low return on existing investment
How did they help you?
Showed me improved returns without adopting high risk options
Have you seen the outcome you were hoping for?
Pretty much although with inflation on the increase I’ll need to be sure my investment continues to be ahead in real terms
What could your adviser have done better?
Nothing stands out
Simon Burrows
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
A financial adviser is very useful in getting the best returns on your savings. Jason has been a great help, his knowledge of the markets key to helping us making our savings grow.
How did they help you?
Jason has always been a good advisor , in helping us with our plans for our retirement plans and goals.
Have you seen the outcome you were hoping for?
It’s early days yet, but we have seen 10% too 11% increase, which in these volatile days is good.
What could your adviser have done better?
Not much really.
Stephen Badman
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
First Impression Comment?
Jason is professional, personable and has valuable insight into the financial markets and our personal financial needs. I have no problem in recommending him and am confident he can assist anyone with a portfolio of financial services.
Matthew
Reviewed on 2025-04-14 14:54:32
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Jason Knowles
Adviser contact details
07777 493737
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