Kirby & Knott Financial Planning look after clients across Oxford.
Famous for its prestigious University and stunning architecture, the city of Oxford is steeped in history.
Kirby & Knott Financial Planning provides clients in Oxford and across Oxfordshire with face-to-face bespoke financial advice. This financial advice is tailored to every client’s individual circumstance, making our advice highly personalised.
Our experienced team are happy to meet you at your home, workplace or a location of your choosing.
Helping you achieve your goals
We deliver goals-based financial advice, which is based on your current circumstances and is focused on what you want to achieve.
Underpinning this advice is the deep, long-lasting relationships that we aim to develop with our clients, helping monitor and review your progress towards your future goals.
So, whether it be retirement, helping fund children’s university cost, or selling your business, we can help you achieve your short-term and long-term goals.
Our goal-based approach ensures that we adopt a holistic approach to financial advice which means we look at your entire financial situation, including your pensions, savings and investments, in order to create a financial planning strategy tailored to you.
This approach helps to identify investments that match your appetite for risk and maximise the likelihood of you achieving your financial goals.
Delivering Peace of Mind
All financial advice you receive from Kirby & Knott Financial Planning is underpinned by the St. James’s Place guarantee, which guarantees the advice you receive is suitable for your individual circumstances, giving you peace of mind.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.