Kirby & Knott Financial Planning look after clients across Worcester 

Famous as the home of Lea and Perrins, the cathedral city of Worcester has a rich history. Worcester is one of the oldest cities in the country, with evidence of settlements here dating back to 700BC. The city was fortified in Saxon times and the history can still be seen in the landscape today, from cobbled Tudor streets to elegant Queen Anne architecture. 
 
Kirby & Knott Financial Planning provides clients in Worcester and throughout Worcestershire 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 for your financial future.  
 
Deep and long term relationships are key when it comes to working with you on your plans. We take the time to understand what your financial objectives look like and work with you to form a plan that maxmises the likelihood of them being achieved.  
 
Our regular review meetings help us to monitor your plans and make adjustments as your plans develop. This is a critical part of our advice process and one which we place a great deal of emphasis.  
 
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.  
 

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. 
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