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Reliably flexible.
Kyte Financial Planning helps our clients achieve true peace of mind with an effective blend of agile planning, creative thinking, an evidence-backed investment philosophy, award-winning experience, and the latest in technology.
Meet Jamie
Director & Chartered Financial Planner
Jamie is a family man, he loves financial planning and he's on a mission to improve financial freedom across the UK! He has been advising clients for just under a decade and he's looking forward to advising for another 30.
His favourite thing outside of work, is bath time with all of his kids (3 of them, all under 7). He doesn't get in with them.
Meet Charlie
Head of Marketing
Charlie is our Head of Marketing. He mainly works as a consultancy role and makes sure that we offer an amazing client experience for all of our clients.
Outside of work, he is a huge Arsenal fan and also plays football himself. He ran his first London Marathon in 2024 and is a keen runner.
Our beliefs.
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Always do the right thing, no matter what.
Do right by us and by the client.
Honesty and truthfulness.
Guiding our clients to help them achieve their financial goals.
Inspiring our clients to take control of their financial future.
What makes us different?
Kyte FP
Similar Independent Fee-Only Firm
Restricted Advice Firm
Do It Yourself
Traditional Stockbroker
The Kyte FP Difference
Implement a diversified portfolio
Implement a holistic and tax-efficient portfolio
Advise on important life decisions
A strategic thinking partner throughout your life
Free to pick whatever platform and investment portfolio they wish
Assisting Your Accountant With Your Tax Return
Year-End and Year-Beginning Tax Planning
Combine Life Planning with Highly technical tax knowledge
Financial Coaching
Advanced Cashflow Modelling
Retirement Specialists
Knowing your financial planning, investments, tax, estate, retirement and business planning are handled in one place... that's the Kyte Financial Planning difference!
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