Kai's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 7 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 1 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 5 )
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kai Osinowo helped you since your last review?
My adviser illustrations of current spending and streamline within budget of affordability make sense.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kai
I had a great experience working with Kai on my pension investments. He provided clear, well-informed advice on tax efficiency and navigating complexities related to dual citizenship. He was attentive, knowledgeable, and made me feel personally cared for, without any pressure to commit. I highly recommend working with him!
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a higher tax rate payer and I wanted to understand how I could make my income work better for me and consider other options to assist in financial stability
How has Kai Osinowo helped you?
Kai listened to my future goals and current circumstances and helped me to look at my debts and savings and how best to structure everything
Have you seen the outcome you were hoping for?
Yes I am due to pay off my last large debts from my house and am progressing all of my future financial steps as planned
What could they have done better?
I am very happy with how responsive and considerate Kai was and how open I could be in our conversations.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kai
My experience with Kai has been excellent. He has been very professional, diligent and exercise great patience. He is knowledgeable, had answers to all my questions. He is great at giving assurance and help you plan for the long term. Overall exceptional service!
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to get better at managing my spending and allocating money towards saving and investing. I also wanted to understand more about what the future 10 years could look like if I were to invest and wanted to understand more about the money I pay into my pension.
How has Kai Osinowo helped you?
Kai visually laid out my monthly earnings and outgoings and advised me on what I can implement to be in a better finacial position. He explained how the stocks and shares ISA with St James Place works and advised on the best ISA for me according to my risk level.
Have you seen the outcome you were hoping for?
Yes, this has and will help me to be stricter with where I allocate my money.