Mandy Knox
Chartered Financial Planner APFS
After graduating from the University of Aberdeen in 1994, I started my career within financial services and have been providing financial advice for over 25 years, establishing my Practice at St. James's Place in 2012.
About
I specialise in providing a highly personalised service, with expert advice on a wide range of important areas such as:
• Protection Planning
• Retirement Planning
• Savings and Investment Planning
• Inheritance Tax Planning
• Financial Education
I am also accredited to deliver Financial Education Programmes in the Workplace, for companies seeking to promote financial awareness for their staff.
Outside the office my time is taken up with my family. With an active teenage son, any spare time is dedicated to chauffeuring him to his various social activities and sports interests, abiding by strict “drop and go” and “zero interaction” guidance to avoid parental embarrassment!
Testimonials
Mandy has always been very approachable, and patient with our questions. We have full confidence in Mandy and the advice she provides. Our portfolio is now diversified with reduced market risk. Very satisfied.
Mandy provides valued advice in a clear, logical manner. She has guided me through the financial decisions following bereavement, making this area at least much simpler for me to navigate. I always feel that her advice is geared towards me personally and that nothing is too much for her when she ...
Mandy has been helping us for the last few years, giving advice on a range of products. The advice has always been sound reliable and tailored to our needs, evolving as our situation changes.
Mandy has looked after my financial affairs for over 20 years and now my families. Mandy's honest and genuine approach to our needs has always been appreciated. When I need a check or a review the service has been exceptional.
I have known Mandy for a few years now and during this time she has helped me with not only my own personal financial investments but with my business and many of my employees. She is honest, trustworthy and professional and I would have no hesitation in recommending her services to anyone.
I have used Mandy for wealth management services for many years and she has always provided good sound, trustworthy advice. The level of service and support has been good and I would not hesitate in recommending Mandy to anyone.
Having known Mandy for over 20 years, we can honestly say she is very approachable and ready to give sound advice. She is honest, professional and trustworthy in every aspect of the work she does on your behalf. She has a very caring attitude towards her clients and we would have no hesitation in...
Mandy Knox has been our financial adviser for approximately ten years. Mandy clearly knows her subject and it is obvious that she keeps up to date with what is happening in the world of finance. She is very friendly, extremely approachable and it is always a pleasure when she comes to meet with u...
Mandy has been my financial adviser for several years. She is extremely professional. Before each meeting she has obviously prepared very well with all the suggestions at her fingertips. I also think she is more interested in doing what is best for me rather than suggesting something which may be...
Mandy has always been very thorough in researching the options that are available. She explains clearly the advantages and disadvantages of each option so that we can make an informed decision. We have no hesitation in recommending Mandy as someone who is totally professional and trustworthy.
...
Mandy Knox has always put our interests first by delivering sound and trustworthy advice. She explains all products well and gives suitable options tailored to our personal circumstances and future goals. The service and support has been exceptional. I would be confident in recommending Mandy Kno...
Over many years we have benefited from Mandy Knox's knowledge and expertise given in a friendly manner. As a result of this, our financial affairs have been stabilised and reassessing future planning undertaken. We feel reassured in being able to contact Mandy for help and support and have every ...
Mandy has been of great assistance in looking after my financial and investment needs in a professional, knowledgeable, confident manner and always with a pleasant approach. She is always looking ahead to what meets my needs best. I would be comfortable in recommending her to friends and associat...
Mandy has given me valuable financial advice for many years. Listening to any concerns and giving me time to decide what I want to do regarding my investments and savings. I know she is contactable if I have any questions. I would totally recommend Mandy to anybody looking for an informative, tru...
Mandy takes the time to get to know you as well as your finances, understanding your needs to offer informed, tailored advice. We have a trusted relationship. I would not hesitate in recommending Mandy to anyone - indeed I have on several occasions!
Mandy is incredibly knowledgeable with years of experience. It is because of this she was able to offer sound advice that put my needs at the centre. Her friendly and positive manner immediately put me at ease and I have already recommended her to others. Her service and support is to an incredib...
We have been clients of Mandy Knox since 2011. Over this time, Mandy has worked with us, with regular face to face meetings, to understand our financial position and to produce a fit-for-purpose financial plan taking into account our specific wishes. We find that Mandy is always well informed on ...
Mandy has been my Financial Adviser for many years. She has always helped me understand the detail of our financial conversations and advice. Her service and support have always been exceptional and I would not hesitate to recommend her to anyone and everyone.
Mandy has always been very approachable, and patient with our questions. We have full confidence in Mandy and the advice she provides. Our portfolio is now diversified with reduced market risk. Very satisfied.
Mandy provides valued advice in a clear, logical manner. She has guided me through the financial decisions following bereavement, making this area at least much simpler for me to navigate. I always feel that her advice is geared towards me personally and that nothing is too much for her when she ...
Mandy has been helping us for the last few years, giving advice on a range of products. The advice has always been sound reliable and tailored to our needs, evolving as our situation changes.
Mandy has looked after my financial affairs for over 20 years and now my families. Mandy's honest and genuine approach to our needs has always been appreciated. When I need a check or a review the service has been exceptional.
I have known Mandy for a few years now and during this time she has helped me with not only my own personal financial investments but with my business and many of my employees. She is honest, trustworthy and professional and I would have no hesitation in recommending her services to anyone.
I have used Mandy for wealth management services for many years and she has always provided good sound, trustworthy advice. The level of service and support has been good and I would not hesitate in recommending Mandy to anyone.
Having known Mandy for over 20 years, we can honestly say she is very approachable and ready to give sound advice. She is honest, professional and trustworthy in every aspect of the work she does on your behalf. She has a very caring attitude towards her clients and we would have no hesitation in...
Mandy Knox has been our financial adviser for approximately ten years. Mandy clearly knows her subject and it is obvious that she keeps up to date with what is happening in the world of finance. She is very friendly, extremely approachable and it is always a pleasure when she comes to meet with u...
Mandy has been my financial adviser for several years. She is extremely professional. Before each meeting she has obviously prepared very well with all the suggestions at her fingertips. I also think she is more interested in doing what is best for me rather than suggesting something which may be...
Mandy has always been very thorough in researching the options that are available. She explains clearly the advantages and disadvantages of each option so that we can make an informed decision. We have no hesitation in recommending Mandy as someone who is totally professional and trustworthy.
...
Mandy Knox has always put our interests first by delivering sound and trustworthy advice. She explains all products well and gives suitable options tailored to our personal circumstances and future goals. The service and support has been exceptional. I would be confident in recommending Mandy Kno...
Over many years we have benefited from Mandy Knox's knowledge and expertise given in a friendly manner. As a result of this, our financial affairs have been stabilised and reassessing future planning undertaken. We feel reassured in being able to contact Mandy for help and support and have every ...
Mandy has been of great assistance in looking after my financial and investment needs in a professional, knowledgeable, confident manner and always with a pleasant approach. She is always looking ahead to what meets my needs best. I would be comfortable in recommending her to friends and associat...
Mandy has given me valuable financial advice for many years. Listening to any concerns and giving me time to decide what I want to do regarding my investments and savings. I know she is contactable if I have any questions. I would totally recommend Mandy to anybody looking for an informative, tru...
Mandy takes the time to get to know you as well as your finances, understanding your needs to offer informed, tailored advice. We have a trusted relationship. I would not hesitate in recommending Mandy to anyone - indeed I have on several occasions!
Mandy is incredibly knowledgeable with years of experience. It is because of this she was able to offer sound advice that put my needs at the centre. Her friendly and positive manner immediately put me at ease and I have already recommended her to others. Her service and support is to an incredib...
We have been clients of Mandy Knox since 2011. Over this time, Mandy has worked with us, with regular face to face meetings, to understand our financial position and to produce a fit-for-purpose financial plan taking into account our specific wishes. We find that Mandy is always well informed on ...
Mandy has been my Financial Adviser for many years. She has always helped me understand the detail of our financial conversations and advice. Her service and support have always been exceptional and I would not hesitate to recommend her to anyone and everyone.
Mandy has always been very approachable, and patient with our questions. We have full confidence in Mandy and the advice she provides. Our portfolio is now diversified with reduced market risk. Very satisfied.
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.
