Knox WealthKnox Wealth

PRIVATE WEALTH

Wealth Planning With Clarity

Get clear advice on investments, retirement, tax, and legacy plans. We help individuals and families make smart decisions, keep cash flow steady, and pass on wealth with care.

Book a callSee services
Moody advisory room with leather portfolio cases, brass safe and walnut archive wall

Metric 01

14+ yrs

Wealth planning experience

Metric 02

£180m+

Assets reviewed

Metric 03

4.8/5

Client rating

How it works

Four clear steps

Balanced portfolios built around your goals, time frame, and risk comfort.

Three leather investment folios and a stone bowl on a walnut sideboard by a window.

Quarterly review

Portfolio Management

From £1,250

Balanced portfolios built around your goals, time frame, and risk comfort.

Cozy linen reading nook with brass clock, sealed box, and ceramic jars in warm daylight

6-week plan

Retirement Planning

From £950

Extreme macro of an archive box, closed wrappers, and a brass stamp on graphite.

Annual tax review

Tax-Smart Investing

From £1,100

Stone console with sealed envelopes, heirloom boxes and a house key in warm lamplight.
01Family meeting

Estate Planning

From £1,450

Put wills, gifts, and beneficiary notes in one clear plan for family transfer.

Top-down cash flow guidance still life with amber jars, coin dish, and a closed savings notebook
02One-hour review

Cash Flow Guidance

From £750

Track spending, savings, and large buys so your money works for your day-to-day needs.

Open fireproof safe shelf with wool blanket, brass umbrella handle and policy box in cool daylight.
03Annual check

Risk Management

From £900

Spot weak points in your plan and set buffers for markets, illness, and life changes.

Our services

Wealth services for real life

Tell us what you want to fix. We listen, ask a few clear questions, and set the first meeting.

Black phone receiver, brass bell, and cream card box on a walnut tray.
01

Book a Call

Tell us what you want to fix. We listen, ask a few clear questions, and set the first meeting.

Brass balance scale with stone counters and closed ledger on slate
02

Review Your Numbers

We look at accounts, pensions, tax issues, spending, and the goals that matter most.

Three cream folders, emerald wax seal, and walnut case on pale limestone in soft daylight.
03

Build Your Plan

You get a written plan with clear steps for investing, retirement, cash flow, and legacy work.

Brass pocket watch, seven stone markers, and sealed review notebook on a stone tray
04

Keep It On Track

We check progress, adjust when life changes, and keep your plan aligned with your goals.

Client results

Plans that hold up

Initial goal review One portfolio check Retirement income snapshot Cash flow review Risk note summary

Billed monthlyBilled monthly

Starter

From £495/mo

  • Initial goal review
  • One portfolio check
  • Retirement income snapshot
  • Cash flow review
  • Risk note summary
Most popularBilled monthly

Signature

From £1,250/mo

  • Everything in Starter
  • Quarterly strategy calls
  • Tax-year planning notes
  • Pension drawdown checks
  • Legacy plan review
  • Family meeting prep
Billed quarterlyBilled quarterly

Scale

From £2,750/mo

  • Everything in Signature
  • Monthly planning calls
  • Multi-account portfolio oversight
  • Gifting and trust review
  • Accountant coordination
  • Family wealth map

What clients say

Trusted by families and founders

Built a sale-year plan that eased tax and set up a clean move into cash and bonds.

Locked cash box, transfer sleeves, and bond case on a walnut console in warm city light.

Tech founder

City founder cuts tax on a share sale

Built a sale-year plan that eased tax and set up a clean move into cash and bonds.

Hallway bench with baskets, satchel, and ceramic jars in a calm premium interior

Families

Family income plan for a school-fee budget

Entry table with heirloom box, keys, and slim safe ready for a house move in soft daylight.

Families

Estate plan for a growing family

Private-study still life with a closed medical book, stone blocks, and a dark metal safe.

Medical

Doctor's portfolio got a full risk review

Stone sideboard with twin heirloom boxes, sealed envelopes, and a brass key in warm afternoon light.

Property

Landlord estate plan for two children

Brass seal, leather folio and pen in a dramatic macro still life on walnut.

Retirement and cash flow

Daniel Mercer

Closed laptop, silver pen, and stepped allocation blocks on a steel tray in a private wealth office.

Tax-smart investing

Priya Shah

Wax seal stamp, cream box and brass key on textured linen with warm skimming light.

Estate and legacy work

Thomas Bell

Sealed review envelopes, dark paperweight and blue tabs on walnut shelf under dramatic light.

Family plans and service

Amara Lewis

Proof

Customer notes

Verified

“They made our accounts make sense, and we finally felt calm about retirement.”

Brass seal, leather folio and pen in a dramatic macro still life on walnut.

Sarah Bennett

Business owner, London

Verified

“The tax plan saved us money and gave us a clear next step for the family trust.”

Closed laptop, silver pen, and stepped allocation blocks on a steel tray in a private wealth office.

Oliver Grant

Retired director, Surrey

Verified

“We had too many pots in too many places. Knox Wealth sorted the whole picture.”

Wax seal stamp, cream box and brass key on textured linen with warm skimming light.

Nadia Hussain

Family client, Kent

Service area

Central London

City of London, Westminster, Kensington, Chelsea

St Paul’s dome above the Thames at sunrise, mist lifting over a wet stone terrace

Area 01

Central London

City of London, Westminster, Kensington, Chelsea

Foggy Hampstead Heath ridge at dawn with autumn trees and distant rooftops

Area 02

North London

Islington, Camden, Hampstead, Highgate

Golden Surrey hills with hedgerows, haze, and a distant manor roofline at sunset

Area 03

Surrey

Guildford, Weybridge, Esher, Woking

Canterbury Cathedral spires above misty chalk fields and orchards at sunset.

Area 04

Online Across the UK

All UK cities and towns by video call

Questions

Common questions

Quick answers before visitors choose a product, service, or next step.

01Who is Knox Wealth for?+

We work with individuals, couples, and families who want clear help with investing, retirement, tax, and legacy plans.

02Do you manage portfolios?+

Yes. We build and review portfolios around your goals, your time frame, and how much risk feels right for you.

03Can you help with retirement?+

Yes. We map pension income, spending, and tax so you can draw money with less guesswork and more control.

04Do you work with families?+

Yes. We help with school fees, home moves, care costs, and plans for money passed on later in a way that fits real life.

05How often do we meet?+

Most clients meet quarterly, with extra calls when markets, tax rules, or life plans change so the plan stays current.

06Is there a minimum amount?+

We set the right service based on need and complexity, not just size. Book a call and we will guide you from there.

Get money notes

Get short notes on tax, pensions, and planning rules. One email a month, no spam.