Kirby & Knott Financial Planning

⛳ A huge thank you to our next Hole Sponsor, Ilex.

We’d like to give a big shout-out to Ilex Accountancy for supporting our Charity Golf Day and sponsoring a hole.
Your continued generosity is helping us raise valuable funds for Hollie Gazzard Trust and we really appreciate your support.

Thank you for helping make our event such a fantastic day! 💜🏌️‍♂️

Hole sponsor announcement 📣

We are delighted to announce Double Tree Cheltenham will be sponsoring a hole again this year for our golf day on Friday.

Thank you for your continued support and for helping us raise vital funds for the Hollie Gazzard Trust.

We look forward to seeing everyone on Friday 11th at Gloucester golf club!

A great afternoon for Alex at the SoGlos Business Awards – Meet the Judges event at Over Barn, Over Farm. 🍾

A brilliant opportunity to meet some of Gloucestershire’s most ambitious businesses, catch up with familiar faces and make plenty of new connections.

With the judging process now in full swing, it was great to get a feel for what makes this county’s business community so special. 🤝

Fingers crossed we’ll be celebrating success at the awards later this year! 🏆

Photo credit to .photography
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As the Practice continues to grow, we are looking to add more talent to our team....

Maximising the value of your financial advice can be simpler than it sounds. Here are a few tips to help you make the most of your relationship with your adviser:

1. Clarify Your Goals: Be specific about what you want to achieve. The clearer you are, the better your adviser can tailor their advice.

2. Communicate Openly: Share your thoughts and concerns. A good adviser will appreciate your input and adjust accordingly.

3. Review Regularly: Hold check-ins to assess your progress. This helps keep everything on track regardless plans.

4. Use Technology: Explore tools for tracking your finances. A little tech can really enhance your experience.

Good advice has the relationship at the heart.

Meet Jordan, our very own financial whizz at Kirby & Knott Financial Planning. 🎉

With a passion for investing that rivals his love for football (and that’s saying something!), he’s our very own, in house, expert.

Jordan’s been hard at work alongside our adviser team, diving deep into financial products and crunching numbers like they’re goal statistics. Recently completed his Level 4 Diploma in Financial Planning too! 🏆

When he’s not helping clients plan for their futures, you can find him on the pitch supporting Arsenal. (and been very modest about their recent league win)

A true multitasker, blending finance with a love for the beautiful game! Keep an eye on this rising star – he’s just getting started.

📣We are very pleased to announce Paradigm as our next hole sponsor.

We’re incredibly grateful for their continued support in helping to raise funds and awareness for the Hollie Gazzard Trust.

To learn more about Paradigm click below ⬇️
https://consultparadigm.com

It's incredible what a bit of confidence can do for our lives.

We had a client come to us four years ago, feeling uncertain about retirement. Fast forward to now, and they’re living the dream!

Recently, they bought a motorhome and are biking through the stunning Pyrenees. That confidence they’ve built since we started planning? It’s allowed them to embrace every moment of this adventure fully, knowing that there assets are well looked after and sustainable for their individual plans.

Sometimes, we underestimate how much a solid financial plan can enhance our self-assurance and open up new possibilities.

Seeing clients tap into their potential and enjoy life to the fullest is what makes our role so rewarding.

Have you noticed how confidence breeds opportunity in your life?

After chatting with new clients, we often hear they wish they’d considered salary sacrifice for their pension earlier.

This option, offered by many employers, allows you to save on tax and National Insurance contributions, effectively boosting your retirement savings.

Simply put, when you sacrifice a portion of your salary before it’s paid to you, it lowers your taxable income. This means you could pay less tax and grow your nest egg faster.

If you’re looking for ways to enhance your pension contributions in a tax-efficient manner, salary sacrifice is definitely worth considering sooner rather than later.