Business Details
8 Years
experience
Your Trusted Financial Advisers in Gloucester
Kirby & Knott Financial Planning is a family-run financial advisory firm established in 2018, serving clients in Gloucester and surrounding areas. Founded by Alex Kirby and Richard Knott, who have over 25 years of combined experience in financial services, we specialise in creating tailored investment, retirement, and protection strategies. Our team of Chartered Financial Planners prioritises client needs, offering a personalised approach grounded in transparency and long-term relationships.As Corporate Ambassadors for the Hollie Gazzard Trust, we actively support local community initiatives through fundraising and sponsorship. Our partnership with St. James's Place Wealth Management provides access to expert investment management while maintaining a local, client-focused service. We adhere to rigorous professional standards, ensuring all advice aligns with individual goals and regulatory requirements.
Services
Investment Planning
Retirement Planning
Protection Planning
Business Financial Services
Family Wealth Management
Details
- Year established: 2018
Highlights and features
- We are Chartered Financial Planners with over 25 years of combined industry experience
- Our partnership with St. James's Place provides access to expert investment management
- We offer fully personalised financial strategies tailored to individual circumstances
- Our team maintains Corporate Ambassador status with the Hollie Gazzard Trust
- We follow a structured 5-stage wealth management process for comprehensive planning
Associations and certifications
- Chartered Insurance Institute
- Personal Finance Society
What people say
Personalised financial advice
Expert knowledge
Trustworthy service
Confidence in future
Highly recommended
Services
Investment Planning
We create personalised investment strategies to help clients grow their wealth. Our approach considers individual risk profiles and financial goals, using St. James's Place funds that adapt to market conditions. Regular reviews ensure portfolios remain aligned with changing circumstances.
Retirement Planning
Our retirement planning service designs sustainable income solutions for later life. We consolidate pensions, optimise tax efficiency, and create adaptable plans that evolve with clients' needs. Specialist knowledge ensures compliance with current regulations and maximum benefit utilisation.
Protection Planning
We provide comprehensive insurance solutions to safeguard clients' financial security. Our protection plans cover life, critical illness, and income protection, tailored to individual circumstances while considering existing coverage and future requirements.
Business Financial Services
Our business services include employee benefits, key person insurance, and corporate pension solutions. We help businesses protect assets, attract talent, and implement financial strategies that support long-term growth and succession planning.
Family Wealth Management
We specialise in managing wealth across generations, offering inheritance tax planning and family trust structures. Our approach preserves family assets while addressing current needs and future aspirations through coordinated financial strategies.
People
Alex Kirby
Director and Chartered Financial Planner
With 18 years' experience in financial services, Alex co-founded Kirby & Knott in 2018. He specialises in pensions and investment planning, holding Chartered and Fellow statuses from the Chartered Insurance Institute.
Richard Knott
Director and Chartered Financial Planner
Richard has 20 years' experience in financial advisory roles. He co-founded the practice with Alex, focusing on retirement planning and business protection. He holds the highest professional qualifications in the field.
Ashley Pooley
Financial Planner
Ashley joined in 2024 with expertise in bespoke financial solutions. He specialises in creating tailored investment strategies and provides ongoing support to help clients achieve their financial objectives.
Jess Blakeman
Practice Manager
Jess oversees all back-office operations with 15 years' client service experience. She ensures smooth delivery of financial advice services and coordinates the team's administrative support functions.
Alix Whittard-King
Financial Planner
Alix joined in 2025 bringing retail and management experience. She focuses on helping clients gain financial clarity through comprehensive planning and long-term relationship building.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, protection solutions, business financial services, and intergenerational wealth management tailored to individual circumstances.
Are you qualified financial advisers?
Yes, our directors hold Chartered and Fellow statuses from the Chartered Insurance Institute, representing the highest professional qualifications in financial planning.
Do you work with local businesses?
Yes, we provide corporate financial solutions including key person insurance, employee pensions, and business succession planning to Gloucestershire-based companies.
Are you involved in the local community?
Yes, we actively support the Hollie Gazzard Trust through annual fundraising events and sponsor local grassroots football initiatives in Gloucestershire.
What investment options do you offer?
Through our partnership with St. James's Place, we provide access to a wide range of investment funds managed by global experts, with values linked to market performance.
