Knee Financial Planning Revenue

Financial Services • Bath, England, United Kingdom • 1-10 Employees

Knee Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Knee Financial Planning

Jonathan Knee Dippfs

Managing Director

Company overview

Headquarters	Bath, Somerset BA2 4JT, GB
NAICS	52
Keywords	Investments, Pensions, Estate Planning, Financial Planning, Private Clients, Wealth Management, Tax Planning, Business Owners, Corporate Tax Planning, Corporate Clients, Financial Protection, Intergenerational Planning
Founded	2023
Employees	1-10

About Knee Financial Planning

Knee Financial Planning offer a bespoke financial planning service for Private Clients, Family Estates and Business Owners across the UK, providing them and their companies with comprehensive strategies to optimise wealth, manage risk, and help achieve financial goals. This may include investment management, tax planning, estate planning, retirement planning, and business succession planning for both the individual and corporate entities. Our services aim to align financial decisions with clients’ unique circumstances and long-term objectives, often involving collaboration with tax specialists, legal advisers, and other investment professionals. The value of your investment can go down as well as up. You could get back less than you invested. Knee Financial Planning 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). Knee Financial Planning is a trading name of Knee Financial Planning Limited. SJP Approved 30/01/2024

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Knee Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Knee Financial Planning has never raised funding before.

Frequently asked questions

Knee Financial Planning is located in Bath, England, GB.

Knee Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Knee Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Knee Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Knee Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Knee Financial Planning

Jonathan Knee Dippfs

Managing Director

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