At Ross-on-Wye Wealth Management, we provide friendly face to face financial advice to individuals, families and businesses helping them make the correct decisions for the future.
We provide a holistic approach to financial planning which covers areas including, retirement planning, wealth protection, tax planning, financial forecasting, and savings and investment planning. We work closely alongside accountants, solicitors and other financial services specialists to ensure that our clients receive the best advice possible.
We are passionate about building long term relationships with our clients to give them real clarity and peace of mind.
Charity is also very important to us, and as a firm, we regularly give and participate in events within and around the local community.
Ross-on-Wye Wealth Management is a family run business which was established in 2015 when its Principal, Ian Knight accepted an invitation to join St. James's Place. Prior to this the Practice was operating as an IFA (Independent Solutions Ross-on-Wye Ltd) for 13 years providing advice to local clients and as such continues today.
In 2023 Ian handed the reigns of the company to his son Steffan Knight who is now the principal of the business. This has allowed Ian to maintain an advisory position within the business and to continue servicing his long-standing clients which he still enjoys.
Steffan has over 6 years’ experience in the financial services industry. Prior to this he held positions in marketing and accountancy in London. He is passionate about building financial security and long-standing relationships with his clients. Steffan is a big advocate of financial forecasting software and rather than simply discussing solutions with his clients, Steffan shows far more emphasis towards his client’s objectives and their goals, which in many cases can be quite different.
Outside of work you will find Steffan spending time with his young family, competing in a triathlon, or playing and recording music.
We offer an excellent wealth management service which will help you achieve your goals
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/08/2022
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.