James Castle

Since being appointed as Managing Director of Kinetic Wealth Management in November 2022, James has been driving a period of rapid growth. His deep understanding and appreciation of Holistic Wealth Management has helped to position Kinetic as a leading player in the financial services sector. With 12 years of experience, James is adept at handling the needs and requirements of Ultra Hight Net Worth Individuals and well as high profile Sport, Media and Entertainment talent. He has a unique style in working closely with clients' other advisers, such as their agents, accountants, lawyers and bankers to provide them with a comprehensive financial solution. James' qualifications as a Wealth Manager from the St. James's Place Next Generation Academy further attest to his expertise in the field. The Next Generation Academy was a rigorous 12-month program that prepared family members of existing St. James's Place Partners for a career as an adviser, in addition to running and owning a business within the St. James's Place Partnership. With James at the helm, Kinetic is poised for continued growth and success in the years to come. His ability to connect with clients and provide tailored financial solutions has helped to build a strong reputation for the company. His leadership style inspires his team to work towards a common goal, and his vision for the future of the company is one of continued expansion and excellence. Outside from work, James enjoys playing and watching football, golf and tennis as well as travelling and European cuisine. He had the honour of representing Team GB at the 2013 Maccabiah Games in Israel. 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. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 20/01/2025