Knee Financial Planning Ltd

Mortgage broker · Bristol · incorporated 2023

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01225 375024 Visit kneefinancialplanning.co.uk

Services mentioned on its website

When we checked kneefinancialplanning.co.uk on 2026-09-13, Knee Financial Planning Ltd mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Knee Financial Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Knee Financial Planning Ltd on the FCA Register →

Questions to ask Knee Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Knee Financial Planning Ltd authorised by the FCA?

Knee Financial Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Knee Financial Planning Ltd mention?

On its own website, Knee Financial Planning Ltd mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Knee Financial Planning Ltd?

Knee Financial Planning Ltd's website is kneefinancialplanning.co.uk and it lists the phone number 01225 375024.

Does Knee Financial Planning Ltd only work with clients in Bristol?

Its registered office is in Bristol, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.