KIRBY & KNOTT FINANCIAL PLANNING LIMITED - Key Persons
Job Titles:
- Director and Chartered Financial Planner
Job Titles:
- Client Services Co - Ordinator
Alex joined Kirby & Knott Financial Planning in January 2023.
After finishing his A Levels at Balcarras School, Cheltenham, in 2022, Alex spent the summer inter-railing across Europe, where he loved understanding various different cultures and lifestyles.
He has already began studying for his professional exams in Financial Planning and plays a key role in our Client Services team, predominately looking after Alex's clients.
Alex is a keen golfer and member at Lilleybrook Golf Club and follows Manchester United.
Ashley began his career in 2016 building his expertise across several areas at Coutts & Co before he joined Kirby & Knott in August 2024.
Ashley is passionate about delivering bespoke plans to clients and providing that peace of mind to all clients so that they can enjoy the life they have worked so hard for.
In his spare time, Ashley enjoys spending time with his family, watching his favourite sports team and reading his history.
Job Titles:
- Client Relationship Manager
Catherine has worked in customer service roles throughout her whole career. Ensuring that clients are provided with a friendly and professional service from start to finish is of the utmost importance to her and she fundamentally believes in putting clients at the heart of the business.
Her role within Kirby & Knott Financial Planning is to look after our existing clients. Her time is spent booking client review meetings, preparing reports and ensuring our clients are well looked after.
Job Titles:
- Client Services Co - Ordinator
Debbie has worked in a wide variety of roles, both within Financial Services and outside.
Her role is to support the team to help deliver an excellent service to our clients. This includes liasing with providers, St James's Place and clients.
Job Titles:
- Client Services Co - Ordinator
Jackie joined Kirby & Knott Financial Planning in May 2024.
Originally from Canada, Jackie has worked in a wide variety of roles both in and outside of Financial Services. Her experience in administration and her client focused approach makes a valuable addition to the team.
Jackie's role involves liaising with third party providers and clients to ensure that the advice process is swift and seamless.
When she isn't at work, Jackie loves attending a boot sale, has a keen interest in wine tasting and really enjoys people watching!
Jess has worked in a wide variety of roles, from hospitality management to banking. Her experience in client facing roles gives her a fantastic ability to communicate at all levels.
Jordan is a Trainee Paraplanner here at Kirby & Knott Financial Planning.
For a long time he has had a real passion for investing and financial advice. He hopes to develop his career into becoming a financial planner.
He works alongside Alex and Richard researching financial products, analysing data and report writing whilst working towards his Diploma in Regulated Financial Planning.
Outside of his work life, Jordan is also a very keen footballer and plays locally and supports Arsenal.
Nikki is very well known amoungst the business community in Gloucestershire as a result of her carefully nutured business relationshops. She has a wealth of experience in planning events and running social media. Nikki brings a huge amount of energy to the team and to our client relationships. In her spare time, Nikki loves following Gloucester and Hartpury Rugby and supporting local charities.
Job Titles:
- Financial Adviser
- Director and Chartered Financial Planner
Richard is a highly experienced Financial Adviser, helping both individuals and business owners work towards a wide range of financial planning goals.
In 2018, along with Alex, he launched Kirby and Knott Financial Planning with the vision of building trusted relationships and delivering an exceptional level of service to all clients.
Richard has achieved Chartered and Fellow status, which is widely regarded as the ‘gold standard' and highest level of qualification within the profession.
In his spare time, Richard enjoys spending time with his young family and helping to coach a local youth football team.