Jonathan Knee

DipPFS

Jonathan grew up on the family farm in Bradford-on-Avon before spending a significant amount of time living and working abroad. On return to the UK, he spent several years working within financial services in London, firstly as an Investment Analyst at Legal & General and lastly at MetLife as Investment Technical Manager.

After leaving London in 2008, he moved back to The West Country to work in his family business 'H.J.Knee Ltd' which was founded by his great, great grandfather in 1879 in Trowbridge, Wiltshire.

Jonathan’s professional experience includes several years at Board level across multiple business sectors, in both executive and non-executive roles. He enjoys his work within the community, having been a school governor at St. Augustine's Catholic College and is currently an NHS Community Response PLUS Volunteer, a member of the Royal United Hospitals Bath NHS Foundation Trust and a Business Mentor at SETsquared in Bath, a highly successful business innovation centre and part of Bath University.

To find out more about my services, please click here.

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Testimonials

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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

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Knee Financial Planning is a trading name of Knee Financial Planning Limited. Knee Financial Planning Limited is registered in England and Wales, Number 15274812. Registered Office: 24 High Street, Chipping Sodbury, Bristol, BS37 6AH.