Kirby & Knott Financial Planning look after clients across Ross-on-Wye
Ross-on-Wye is situated on the banks of the River Wye, and this beautiful setting boasts a fantastically independent high street and thriving local community. Situated within the Wye Valley Area of Outstanding Natural Beauty, the town and the surrounding areas has some of the most stunning scenery in the county of Herefordshire.
Kirby & Knott Financial Planning provides clients in Ross and right across Herefordshire 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 advice is centred around you. We deliver goals-based financial advice, which is based on your current circumstances and what you would like to achieve in your future.
Realtionships that last are an integral part of our work with clients because understanding you helps us to form the most personalised and holistic approach to your finances.
The monitor, review and apapt process applied at each regular meeting with you will help to shape the plans to your ever changing future, maximising the likelihood of achieving your long term financial goals.
So, whether it be passing on wealth to a future generation, planning for your retirement or selling your business, we can help you achieve your short-term and long-term 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.