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
Found Jason by helpful and doesn’t put you under pressure he explained everything so I could understand clearly very good at what he does
Michael
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?
Having had a previous Financial advisor whom I felt wanted to make more money out of me instead of making money for me, I decided to look around for another and Jasons name croppedf up.
How did they help you?
I asked Jason to give me his best shot at looking at the state of my finances and to see if I could actually start building my portfolio up again without excessive charging.
Have you seen the outcome you were hoping for?
Yes, especially in this difficult market.
What could your adviser have done better?
Nothing really. I asked if he could simplify a couple of the summary sheets, but apart from this, no.
Arthur Perdicchia
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
First Impression Comment
"I met Jason after he contacted me through Unbiased.com. as I was seeking advice about an AVC.
He was very approachable and personable, he made you feel that he was investing in you as a person as much as the the commodity. I am sure that the amount I was investing was relatively small compared to some of his other clients, but he still spent a lot of time explaining what my options were, nothing seemed to be too much trouble for him. I really felt at ease, and trusted the information he gave. I never felt pressurised into making any decision and he never rushed our meetings, as he wanted to make sure that I had understood all the costs, benefits and possible pitfuls.
I will continue to use his services in the future, and follow any advice that he continues to offer.
A first class and wholly professional service in every respect."
Trevor
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?
We wanted to review our financial situation as my husband and I are nearing retirement
How did they help you?
Gave us advice on our savings and investments, arranged for wills to be made and advised me what best to do with my pension
Have you seen the outcome you were hoping for?
Yes as far as these uncertain times have allowed.
What could your adviser have done better?
Nothing Jason was extremely professional advising us to take action when appropriate and do nothing when not certain of the outcome
Dolores Karashialis
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4.3)
What were the circumstances that caused you to look for a financial adviser?
Planning for retirement
How did they help you?
I have been a client’s of Jason’s for five years and have benefited and have appreciated the good advice and response he has provided to me investment needs in a very challenging environment.
Have you seen the outcome you were hoping for?
Yes
Gavin Newton
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?
Long term view on retirement options
How did they help you?
Proactive and good sound practical advice supplied with various options & associated risk analysis
Have you seen the outcome you were hoping for?
In line with projections
What could your adviser have done better?
Happy with the level of service at the moment
Graeme
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?
As a mortgage advisor I need a financial advisor to look after my client pension and investment requirements.
How did they help you?
I've known Jason for several years now and am happy to refer my clients for financial advice. A wealth of knowledge in his field and I have many happy clients who have benefitted from his expertise. I'll continue to refer clients across and anyone who has spoken to Jason knows that they will be in safe hands.
Have you seen the outcome you were hoping for?
I have had nothing but excellent feedback from all my clients.
Duncan Bell
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4)
First Impression Comment
The meeting was very informative and Jason set things out clearly so that I left the meeting with a clear idea of my options. His manner was friendly and relaxed.
Anthony
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
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Paul Cheeseman
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4.3)
-
Vernon Blunt
Reviewed on 2025-04-14 14:54:32
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Jason Knowles
Adviser contact details
07777 493737
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