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Chris Kaine

DipPFS
With 29 years extensive UK & International Financial Services experience, I am proud to tailor very high quality wealth management advice to Medical clients throughout the Yorkshire region and the UK.

About

Kaine Wealth Management was established in 2015, when its Principal Chris Kaine was delighted to accept an invitation to be an Associate Partner Practice of St. James's Place. With specialist knowledge and many years experience of helping medics with unravelling the complexities of the NHS Pension, sick pay schemes and associated tax charges, he is well suited to provide bespoke financial planning to medics ranging from Junior to Senior Hospital Doctors.

Medics are serviced in and around the UK with a head office based close to Leeds.

Since joining the Financial Services sector in 1987, Chris has been employed by blue chip organisations such as Santander, Lloyds and HSBC, gaining significant experience in providing financial planning solutions to UK individuals and corporate companies.

Whilst at HSBC, Chris not only worked in the UK but was selected to be an Offshore Financial Planning Manager in the Middle East (HSBC Abu Dhabi) where he built up a wider network of friends and clients providing primarily regulated financial investment advice to locals and ex-pats.

Most recently, Chris spent 6 years employed by Wesleyan Financial Services specialising in providing specialist financial planning advice to UK hospital doctors and their families, assessing their NHS pension and sick pay and tailoring advice taking into account and making sense of the complex government pension legislation changes, which includes assessment of annual and lifetime allowances.

Fully Diploma qualified, Chris is well placed to advise clients and he is committed to ensuring that industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that is placed on developing personal relationships with my clients, ensures that he is able to offer an honest, professional and principled service.

Outside of business Chris has appeared on TV, plays regular sport and he is a committed family man.

Charity is also important and Chris regularly gives / participates in events.

The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 16/11/2022

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.