Vikram Kasbia

Vikram Kasbia

VK Wealth Management Limited

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Doncaster
View location

Top Rated 2025
Verified since: October, 2024

5 out of 5

16 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 June 2025

    Vikram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Vikram has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

    Vikram has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Vikram has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 June 2025

    Vikram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Vikram has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

    Vikram has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Vikram has not yet added their fees to their profile

As a qualified Chartered & Fellow Financial Adviser, I am committed to building long-term, trusted relationships with my clients by offering a more bespoke & tailored service specifically built for you. With 15 years’ experience helping businesses, entrepreneurs, trustees, and families achieve their financial goals, I can provide a wealth of knowledge and expertise together with straightforward and transparent advice in a simple and efficient way. Recognising that everyone's personal situations are unique, advice will only be valuable if it’s tailored to you. Dealing & managing your wealth can be a very complex and time-consuming exercise, i can simplify this & provide full peace of mind by addressing all aspects of your financial life, be it investments, pensions to tax and estate planning whilst offering an exclusive tailor-made proposition and more importantly, to continually review these solutions on a regular basis to ensure they remain current and accurate. If you would like help in achieving your financial goals, then please contact me for further information. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 31/10/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. VK Wealth Management Ltd is an appointed representative of and represents only St. James' Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The 'St. James' Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James' Place representatives.