James Knibb

What is your average day like:‍

My day would start early with a gym session to build strength and resilience, followed by a round of golf, where strategy and relationships take centre stage. By 9:00, I’m meeting with successful individuals who, like me, value smart decision-making and long-term vision, discussing how to protect and grow wealth for generations. As the day winds down, I prioritise what truly matters: family. Because real financial success isn’t just about numbers—it’s about creating the freedom to enjoy life on your own terms, with the people who matter most.

What do you like most about your job?

My favourite part of my job is understanding my clients on a deeper level—their journey, ambitions, and what truly matters to them. Individuals don’t just need financial advice; they need a trusted partner who sees the full picture. I take the time to understand not just their wealth, but the story behind it—the hard work, the decisions, and the vision for the future. From there, I build and implement a plan tailored to their unique goals, ensuring their wealth works for them, not just today but for generations to come. Seeing that plan come to life—giving them confidence, clarity, and the freedom to focus on what matters most—is what makes my work so rewarding.

How long have you worked in Financial Services

Over 10 years!

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What James Clients Have to Say

James gave expert investment advice with a clear strategy and ongoing support. Friendly, approachable, and made everything easy to understand.

Pensions were confusing for years—James simplified everything and created a clear, manageable plan. Now I feel confident about retirement.

James tailored an investment strategy to my goals, explained every step clearly, and I’ve already seen great results. Highly recommend.

Estate planning felt overwhelming, but James made it simple. He explained my options clearly and built a plan that gives my family peace of mind.

James helped make my finances more tax-efficient with smart, unexpected strategies. His detailed advice saved me money and improved my plan.

James Knibb is the founder and director of Emily James Financial Services, an independent financial advisory firm focused on serving professionals, business owners, and ultra-high-net-worth individuals. With more than 10 years of experience—including roles at Lloyds Private Bank, Schroders Private Wealth, and Chase de Vere—James brings a rare mix of precision, strategic foresight, and empathy to wealth management.

He specialises in:

Holistic investment & retirement planning
Estate and inheritance tax planning
Tax-efficient structuring for professionals and entrepreneurs
Personalised financial strategies that align with life ambitions

James believes great financial advice goes beyond spreadsheets. His goal is to truly understand the story behind each client’s wealth—the work, the risk, and the vision for the future—and build tailored plans that deliver peace of mind and freedom across generations.

Clients consistently describe James as approachable, expert, and trustworthy:

“James made pensions simple. I feel much more confident about retirement now.”
“His advice gave me total confidence I’m on track to meet my goals.”
“I couldn’t be happier with the estate plan he built for our family.”

Away from the office, James thrives on discipline and performance. He starts his day with strength training, blends strategy and social connection on the golf course, and unwinds with family—living the very lifestyle he helps clients work toward. He also holds a racing licence, a nod to his love of precision and control—on and off the track.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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