Testimonials

Read some of the feedback received from clients.

Jonathan has always given me exeptional advice and support on a number of my personal and business finance matters. He is always there for a call or a meeting when I need him and goes out of his way to check in with me and keep me upto date with anything he thinks is important for me. I wouldnt h...

Arron Collins-Thomas | Personal Trainer, Bath

I took my time to find the right financial adviser. I was looking for someone with integrity, a sound understanding of the industry, a long-term commitment to the role, who I felt put my interests first, and with whom I could communicate easily. I chose Jonathan Knee. So far, they have lived up t...

Duncan Allen

Jonathan has supported me with sound and trusted financial advice from the point of my marriage breaking down right through to life after divorce. 

I’m a solo mum, business owner and financially anxious person, having Jonathan on my team during the last few years has been invaluable. He’s ...

Private client

We began working with Jonathan over 3 years ago initially reviewing our finances and family cover. With a young family we wanted to be consciously aware of the future and make plans around risk.

Jonathan spent time ensuring we were clear on our options, had time to think and review and han...

Private client