Reviewed for
Insurance and Protection ( 2 )
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£100k - £200k ( 2 )
Client reviews
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I approached James initially around Life Insurance and Critical Illness Cover. Conversations then continued into Pensions, Investments & Savings.
How has James Castle helped you?
He has advised me superbly given my stage of life to allocate my finances appropriately for short, medium and long term benefits.
Have you seen the outcome you were hoping for?
Yes this is ongoing.
What could they have done better?
This is difficult to fault as so far I have been very happy with all aspects.
First impression from a user who is not yet a client
October, 2022
Overall
Please provide a brief comment about your experience with James
I met James recently and I found both him & Kinetic Wealth Management to be extremely professional in the way they dealt with me. I found James to be very knowledgeable and I wouldn't hesitate to recommend him.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
To better manage my finances.
How has James Castle helped you?
To help me understand how to prepare for my future and for my children's future.
Have you seen the outcome you were hoping for?
Yes