Kinetic Wealth Management

Welcome to Kinetic Wealth Management, a Partner Practice of St. James's Place, where we pride ourselves on building long-term relationships with our clients. Our team of experienced financial advisers specialises in meeting the financial needs of our clients by offering a holistic approach to their financial requirements, as well as a team approach to managing the client relationship.

Our Mission

Our mission is to provide high-quality advice and services to our clients, helping them to achieve their financial goals and secure their financial futures. We understand that every client is unique, with their own set of circumstances and aspirations. Therefore, we take the time to understand our clients' needs and goals, providing tailored solutions that are designed to meet their individual requirements.

Our Services

We provide a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. Our services include, but are not limited to, investment planning, pension planning, retirement planning, tax planning, and mortgage planning. We also offer specialist advice on areas such as inheritance tax planning, estate planning, and trusts.

Our Approach

We do not provide 'off the shelf' solutions. Instead, we put our clients at the heart of everything we do, taking the time to understand their needs, goals, and aspirations. We work closely with our clients to develop a deep understanding of their financial circumstances, and then provide tailored advice and solutions that are designed to meet their individual requirements.

Our Team

Our team has over 100 years of combined experience in financial services, gained from all sides of the business. This allows us to have a more open and broader view of the industry than most, enabling us to provide our clients with holistic and informed advice.

Our Goals

Our goal is to provide our clients with a level of service and expertise that exceeds their expectations, helping them to achieve their financial goals and secure their financial futures. We strive to build long-term relationships with our clients, providing them with ongoing support and guidance to help them navigate the ever-changing world of finance.