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)
First Impression Comment?
We were impressed from the start with Jason's attentiveness, sensitivity and patience with regard to our needs - and our inexperience in matters of investment. His competence and professional scrupulousness leave us reassured that, in uncertain times, we are in good hands.
Jennie
Reviewed on 2025-04-14 14:54:33
Financial Planning
Overall score (5)
First Impression Comment?
Jason gave clear and easy to understand advice. He was approachable and made me feel comfortable talking through my finances and asking the questions I needed answers too. He gave me information and resources to takeaway and research independently too.
Holly
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?
Needed advice on pension and transfer of money.
How did they help you?
His knowledge and advice has been very helpful to me.
Have you seen the outcome you were hoping for?
Yes it's been very positive outcome over the years.
What could your adviser have done better?
Nothing everything has been positive since I have been dealing with him.
John Gregory
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 needed advice about an additional pension i had.
How did they help you?
Jason was able to offer me good advice about where to place my investment
Have you seen the outcome you were hoping for?
Yes I am happy with the outcome
What could your adviser have done better?
I don’t think , given the pandemic and other global factors, they could have done much better.
Richard Downes
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?
How to best grow my pension and ISAs
How did they help you?
By recommending appropriate wealth companies.
Have you seen the outcome you were hoping for?
Yes, I have seen steady growth over the years.
What could your adviser have done better?
Nothing
Betty Liu
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?
Good advice and experience
How did they help you?
Systemised finances and ongoing advice
Have you seen the outcome you were hoping for?
Yes and ongoing
What could your adviser have done better?
Nothing
Arthur Perdicchia
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?
Jason reached out a few years ago to seee if these were services I was interested in
How did they help you?
Over the years Jason has consolidated a number of pensions and proactively managed investment retirement strategies
Have you seen the outcome you were hoping for?
Given the market turbulence in recent years they have performed in line or slightly higher than expectations
What could your adviser have done better?
Nothing happy with services as is
Graeme Waugh
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?
The increasing complexity of retirement options is confusing using a professional adviser like Jason made perfect sense
How did they help you?
Jason was able to simplify the planning aspects and show various scenarios and potential solutions
Have you seen the outcome you were hoping for?
I am going leased I sought more detailed advice as Jason has given me the track to run on.
What could your adviser have done better?
For me personally I was fully satisfied with the process, cost and charges and the outcomes laid out simply in front of me. 100% satisfied
Andrew
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 inherited money on the death of my mother, after the sale of her house.
How did they help you?
He has been my guide with this inheritance since the beginning. When he moved for the original company who I had employed I moved with him as I held him in high regard.
Have you seen the outcome you were hoping for?
Yes I have felt secure with his advice and care,
What could your adviser have done better?
Nothing comes to mind.
Paul Richens
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?
Not being very good with managing money.
How did they help you?
By listening to my situation, understanding my assets and life goals and clearly explaining ways to achieve what I need to
Have you seen the outcome you were hoping for?
I have
What could your adviser have done better?
Overall I'm happy and have nothing to add here.
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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