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?
Pensions pots merging
How did they help you?
Put all my pensions into one
Have you seen the outcome you were hoping for?
Yes
What could your adviser have done better?
Nothing, he's the best!
Pawel Szymanski
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?
approaching retirement and other life style changes
How did they help you?
with clear and sound advice
Have you seen the outcome you were hoping for?
Yes
What could your adviser have done better?
nothing i can think of
Jill
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4)
First Impression Comment?
Too early to know
Susan
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
First Impression Comment?
Jason came across as warm, knowledgable and enthusiastic. He explained issues in clear, plain language and was relaxed and friendly when dealing with me. He created a positive relationship with me and I felt I could trust Jason on financial matters. A real find.
Katherine
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 came to the end of my working life and needed an expert to advise me.
How did they help you?
Jason consolidated my existing pensions into one pot. And will arrange for the release of some tax free money and then invest the remaining money ready for drawdown.
Have you seen the outcome you were hoping for?
We are in the process of arranging the above.
What could your adviser have done better?
So far nothing.
Robert Stamp
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?
What was best to do with my work place pensions in terms of leaving them where they were or moving and combining them.
How did they help you?
Gave me the advice I needed to make a decision on what best to do with my pensions.
Have you seen the outcome you were hoping for?
Yes
What could your adviser have done better?
Nothing in this case I was happy with the advice and service given.
Stephen
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?
I needed help to review my overall pension situation and come up with a strategy for retirement.
How did they help you?
Jason was very responsive. He completed a review quickly and immediately provided me with actionable feedback that made a difference.
Have you seen the outcome you were hoping for?
Yes. So far. I completed a helpful risk tolerance questionnaire and have now invested based on this feedback. Clearly only time will tell if this strategy is correct but I am confident based on working with Jason so far.
What could your adviser have done better?
The only thing is to keep advice and suggestions as simple as possible. Pensions are hideously complex and so it takes real hard work to keep all advice and suggestions in plain English.
Rob Chester
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
First Impression Comment?
Jason has been friendly, helpful and well informed in my experiences of him to date. Looking forward to working together further in the future.
Steve Hewitt Hewitt
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (4)
What were the circumstances that caused you to look for a financial adviser?
I needed to transfer funds from a non performing specialist fund to a fund that would grow
How did they help you?
Jason provided information on the funds available and risks
Have you seen the outcome you were hoping for?
The timing of the transfer meant that the fund grew almost 10% in a few months which was very good
What could your adviser have done better?
I was kept informed at all times and the process was smooth
darren welsby
Reviewed on 2025-04-14 14:54:32
Financial Planning
Overall score (5)
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Arthur Perdicchia
Reviewed on 2025-04-14 14:54:32
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Jason Knowles
Adviser contact details
07777 493737
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