Kinetic Wealth Management is a Partner Practice of St. James’s Place Wealth Management. We specialise 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. We pride ourselves not only in the quality of the advice we give, but also on the level of client care and service we offer. This has over the years resulted in us having many long standing multi-generational family clients and relationships.
Our team has over 100 years combined experience in financial service gained from all sides of the business, allowing us to have a more open and broader view of the industry than most.
The overall aim of our Practice is to treat all customers with the same level of service and attention to detail in the advice we offer, whether your priority is to:
- Preserve and build wealth
- Gain financial protection against risk
- Reduce, mitigate or defer any Tax liability
- Plan for school and/or university fees
- Review your pension planning and at retirement options
- Obtain any form of advice on mortgages