Business Details
Expert Financial Advisers in London
Kinetic Wealth Management specialises in delivering comprehensive financial solutions tailored to individual client needs. Our approach combines a holistic understanding of financial requirements with a collaborative team structure to ensure long-term client relationships. With over 100 years of combined experience in financial services, our team provides expert guidance across wealth management, investment planning, and protection strategies. We prioritise client care and service excellence, serving multi-generational families and individuals seeking to preserve, grow, or protect their assets. Our services encompass tax mitigation, pension planning, mortgage advice, and intergenerational wealth management, supported by our partnership with St.James's Place Wealth Management. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring adherence to industry standards. Our commitment to treating every client with equal attention ensures accessible, high-quality financial advice regardless of portfolio size. Through continuous market analysis and personalised strategies, we help clients navigate complex financial decisions with confidence. Our expertise spans investment management, retirement planning, and protection planning, addressing both immediate and long-term financial goals. By maintaining transparency and ethical standards, we build trust and deliver sustainable outcomes aligned with client objectives.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Tax Mitigation
Pension Reviews
Long-Term Care
Sports Professionals
Highlights and features
- We offer over 100 years of combined experience in financial services.
- Our team approach ensures comprehensive, client-focused financial strategies.
- We are regulated by the Financial Conduct Authority for compliance and trust.
- We specialise in intergenerational wealth management and tax-efficient planning.
- Our partnership with St. James's Place provides access to award-winning investment solutions.
Associations and certifications
- Financial Conduct Authority
- St. James's Place Wealth Management
Services
Investment Management
Our investment management service focuses on creating tailored portfolios aligned with your risk tolerance and financial goals. We utilise St. James's Place's award-winning funds to optimise returns while managing risk. With regular reviews and market analysis, we ensure your investments remain on track to meet long-term objectives.
Retirement Planning
We help you prepare for a secure retirement by assessing your current pension provisions and identifying gaps. Our strategies include tax-efficient savings, drawdown options, and income planning to ensure financial stability during retirement years. We also review existing pensions for consolidation opportunities.
Protection Planning
Our protection planning identifies risks threatening your financial security and implements safeguards. This includes life insurance, critical illness cover, and income protection policies tailored to your personal circumstances and family needs.
Tax Mitigation
We develop strategies to legally reduce tax liabilities across income, capital gains, and inheritance. Our approach considers current regulations and future changes to maximise your after-tax returns while maintaining compliance with HMRC requirements.
Mortgage Advice
We provide impartial mortgage advice covering residential, buy-to-let, and specialist mortgages. Our service includes affordability assessments, rate comparisons, and remortgaging strategies to help you secure the most suitable financing options.
Questions
What areas do you cover?
We primarily serve clients in London and surrounding areas, with remote advisory services available nationwide.
How are your fees structured?
Our fees are transparent and based on the complexity of your financial needs. We provide detailed cost breakdowns before commencing any work.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What investment options do you offer?
We provide access to St. James's Place's award-winning funds and investment solutions, tailored to your risk profile and financial objectives.
How often do you review financial plans?
We conduct annual reviews as standard, with additional check-ins available for significant life events or market changes.
Do you work with sports professionals?
Yes, we specialise in addressing the unique financial planning needs of athletes and sports industry professionals.
