- call us now:
01273 921667 - email:
info@knilljameswealth.co.uk
01273 921667info@knilljameswealth.co.ukKnill James Wealth Management Ltd commenced in 2014 to provide a service to the clients of Knill James Chartered Accountants, who are based in Lewes. Our financial planners cover a full range of financial planning services from investments to pensions to later life planning including long-term care and equity release. Between them our three financial planners have over 60 years worth of financial advice experience.
Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.
Director / Financial Planner
John co-founded the firm in 2014. His work is mainly centred around later life planning including Inheritance Tax; and corporate work including tax-efficient profit extraction. In his spare time John enjoys outdoor activities including sailing and cycling.
Director / Financial Planner
Nick co-founded the firm in 2014. In his early career Nick worked for major pension and investment providers as a consultant to advisers before moving to a London investment boutique to help manage institutional and adviser sales. Nick enjoys working with successful business owners in areas such as Pensions, Protection and Investment Planning. In his spare time Nick has a passion for cycling and motorsport.
Financial Planner
Victoria joined the firm in 2014. Her main areas of expertise are Investment Planning, Retirement Planning and Workplace Pensions. In her spare time, she enjoys spending time with her two young daughters and taking part in charity runs.
