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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Reviews from other sources
Financial Planning
Overall score (5)
What were the circumstances that caused you to look for a financial adviser?
To discuss transferring out of my Defined Benefit pension scheme into a SIPP. Whether it was possible, advisable or not.
How did they help you?
Jason has helped me understand all the options available to me, the pros and the cons. He has also helped me liaise with the specialist independent department within True Potential who made the final decision on the transfer. He has also answered other financial questions i have raised in a very professional manner.
Have you seen the outcome you were hoping for?
The outcome is what i required, also good to know that detailed financial inspection of all my income/outgoings, risks appetite, retirement planning etc also came to the same answer.
David dudman
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
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Paul Reeve
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
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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?
I had become an orphaned client
How did they help you?
To hopefully a better product
Have you seen the outcome you were hoping for?
Not yet
What could your adviser have done better?
Tough market conditions and unco-operative pension providers.
Paul Cheeseman
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?
Investing for retirement.
How did they help you?
Strategic and honest, advice regarding pension, ISA, and other investment options
Have you seen the outcome you were hoping for?
Yes.
Vernon Blunt
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
I have only had one meeting with Jason plus emails as I am researching for a financial advisor. Jason has already impressed me with the way he responds immediately to my communications and answers all my queries clearly and professionally.
Jacquelyn Brown Brown
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Very easy to talk to, no pressure, gave me space to explore ideas and consider them in my own time.
Owen
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Jason was able to provide me with concise information and guidance around my pension and protection policies. This will now help me to plan for financial wellbeing for both myself and my family. I would highly recommend Jason at Venture Knoll.
Sasha Katie Cope Cope
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Jason contacted us within an hour of leaving our enquiry on Vouched For. We arranged a meeting, and at that meeting had an in-depth discussion of our needs. Jason is personable, friendly, and knows his subject. We intend to work with him in the New Year.
Hilary
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Jason came across as super friendly and personable but also extremely passionate about financial wellness and well-being across the board. He explained everything really clearly. Obviously very knowledgeable in this area, he has given some great advice and been really honest.
Charlotte
Reviewed on 2025-04-14 14:54:33
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Jason Knowles
Adviser contact details
07777 493737
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