Wealth Management

Kinetic Private Investments are proud to be a North East England based Wealth Management firm, authorised and regulated by the Financial Conduct Authority (FCA firm number 954553). With a strong commitment to providing independent advice on all aspects of financial planning, we strive to empower our clients to make informed decisions about their financial future.

At the heart of Kinetic Private Investments is our team of highly experienced professionals who possess a wealth of knowledge in wealth management. With a combined experience spanning several decades, our team has successfully guided numerous clients towards their financial goals. We believe in building long-lasting relationships with our clients, and our dedicated advisors work closely with you to understand your unique circumstances, objectives, and aspirations.

Comprehensive Financial Planning: We understand that every individual and family has distinct financial goals. Our comprehensive financial planning services are designed to cater to your specific needs and aspirations. Whether you are looking to grow your wealth, plan for retirement, protect your assets, or leave a legacy for future generations, our expert advisors will create a tailored plan to help you achieve your objectives.

Independent Advice: As an independent wealth management firm, we pride ourselves on offering impartial advice that is solely focused on your best interests. We have no obligations to any specific financial products or providers, allowing us to provide unbiased recommendations based solely on what works best for you. Our commitment to independence ensures that our advice is transparent, reliable, and tailored to your unique circumstances.

Quality Investment Products: Kinetic Private Investments offers a wide range of quality investment products carefully selected to suit various investment objectives, risk appetites, and time horizons. Our team of experts diligently researches and analyses investment opportunities to provide you with a well-diversified portfolio that aligns with your financial goals. Whether you are seeking growth, income, or a balanced approach, our investment solutions are designed to optimize your returns while managing risk.

We firmly believe that our success is measured by the success of our clients. We place a strong emphasis on building trust and fostering long-term relationships with each individual and family we serve. Our client-centric approach means that we are dedicated to understanding your unique needs, providing personalized advice, and delivering exceptional service every step of the way.

Take the first step towards securing your financial future by partnering with Kinetic Private Investments. Our team of experienced wealth management professionals is ready to assist you in navigating the complex world of finance.

Direct Lending

The Kinetic Private Investments team will be pleased to bring our clients access to the fast-growing market of property backed direct lending. This is facilitated through Private Funding Circles (PFC’s) which allow you to lend directly to an underlying borrower through a professionally managed credit process.

Kinetic Private Investments is regularly presented with funding opportunities across our client base. Where we feel there is a good underlying project, we progress to due diligence and vet each project professionally.

Our credit specialists then work with each borrower to create a sensible and achievable business plan for their project. This process both refines and challenges whatever assumptions are driving either their expected return or expected exit.

If the business plan is approved, we create a formal investment opportunity and invite investment toward a set monetary goal. The Private Funding Circles (PFC’s) we then create, are used to provide bespoke funding to various private clients and non-personal entities.

The credit market continues to be restricted for development finance and development exit finance and the demand for bespoke funding is consistent. This allows a highly selective approach which, when married to a sensible and robust credit vetting process, fosters a secure and productive lending environment.

Direct Lending/Private Funding Circles facilitated by Kinetic Private Investments is not regulated by the FCA, nor is it covered by the Financial Ombudsman Service or the Financial Services Compensation Scheme. Should you have any queries related to this, please call us on the office number: 0191 300 2082.

Enterprise Investment Scheme

EIS/SEIS – Exclusive access to bespoke opportunities creating Tax efficiency

EIS stands for Enterprise Investment Scheme and SEIS stands for Seed Enterprise Investment Scheme. These government approved tax relief schemes serve to partially mitigate the level of risk investors assume when supporting a new business venture.

The Enterprise Investment Scheme works by granting 30% of what an investor pays for the shares as a credit that then reduces the investor’s individual income tax owed for the year that the individual purchased the shares. This figure is 50% relief on SEIS opportunities.

Kinetic Private Investments have built up a large network in this area and our investment service seeks out high quality early stage opportunities and works closely with the underlying management teams to deliver a successful return on your behalf. Large numbers of our client base enjoy the sense of fulfilment that comes with supporting early stage businesses, watching them grow and flourish and feeling part of their journey.

We provide Enterprise Investment Scheme eligible opportunities to ensure that you have options to minimise your income tax each year and maximise the tax efficiency of your overall portfolio.

Private Equity

Private Equity – Unlock Exclusive Private Equity Opportunities with Kinetic Private Investments

What sets Kinetic Private Investments apart is our ability to provide exclusive access to private equity opportunities. We have established relationships with pre-IPO companies that value our expertise and rely on our network of investors to support their growth strategies. This exclusive access means that some of these investment opportunities are only available through Kinetic Private Investments, giving our clients a distinct advantage in accessing potentially high-growth companies.

Kinetic Private Investments opens the door to a select group of pre-IPO companies that have demonstrated solid growth, strong fundamentals, and promising market potential. These companies are often seeking additional capital to fuel their expansion plans and benefit from the expertise and backing of strategic investors.

Investing in private equity requires careful analysis and strategic decision-making. Our experienced team of professionals conduct rigorous due diligence on each opportunity, assessing the company’s financials, growth prospects, market dynamics, and competitive landscape. We provide comprehensive research and analysis, empowering our clients to make informed investment decisions aligned with their risk appetite and financial objectives.

Fundraising & Consultancy Services

Comprehensive Fundraising Services: Empowering Businesses for Success

At Kinetic Private Investments, we specialise in fundraising and are proud to have a wealth of experience in raising capital for businesses at various stages of their growth journey. With a proven track record of securing multi-million-pound investments, both in the private client and institutional finance space, we are the go-to firm for businesses seeking strategic funding solutions.

We understand that securing capital is crucial for businesses looking to expand, innovate, or embark on new ventures. Our team at Kinetic Private Investments possesses deep expertise in fundraising and has successfully facilitated funding for numerous businesses across diverse industries. Whether you are a start-up, a scale-up, or an established company, we have the knowledge, network, and strategic approach to help you raise the capital you need to fuel your growth.

We recognise that each business has unique funding requirements. We take a personalised approach to fundraising, working closely with you to understand your business goals, financial needs, and growth plans. Our team of seasoned professionals will then craft a tailored funding strategy designed to maximize your chances of securing the necessary capital. Whether you require equity investments, debt financing, venture capital, or alternative funding options, we have the expertise to guide you through the process.

Our success in fundraising is built upon our extensive network of investors, both in the private client and institutional finance space. Over the years, we have cultivated relationships with high-net-worth individuals, angel investors, venture capitalists, private equity firms, and institutional lenders who are actively seeking investment opportunities. Leveraging our network, we connect businesses with the right investors who align with their vision and can provide the capital infusion required for growth.

Kinetic have a proven track record of securing significant capital for businesses across a range of industries. Our expertise spans diverse sectors and we have successfully raised multi-million-pound investments, empowering businesses to achieve their growth objectives, expand their operations, develop new products, and explore new markets.

Choosing the right partner for your fundraising needs is crucial to the success of your business. Kinetic Private Investments is dedicated to being your trusted partner, providing strategic guidance, expertise, and a tailored approach to fundraising. We are committed to your success and will work tirelessly to secure the capital necessary to propel your business forward.

Comprehensive Consultancy Services: Empowering Businesses for Success

At Kinetic Private Investments, we offer a wide range of consultancy services to support businesses in various critical areas.

Unlocking Opportunities through Our Network: Kinetic Private Investments brings a valuable asset to the table: an extensive network of investors, industry experts, and strategic partners. Through our consultancy services, we leverage this network to make introductions and forge relationships that can be instrumental in accelerating your business’s growth. By connecting you with potential investors and relevant industry players, we provide you with access to opportunities that may not be readily available through traditional channels.

Banking Licence Application Process: Navigating the complex process of obtaining a full banking license can be overwhelming for any business. Kinetic Private Investments, have first-hand experience in this demanding and rigorous process. Kinetic Managing Director, Stephen Black, in particular, played a pivotal role in the successful establishment of GB Bank, from initialising a concept, writing a successful business plan, raising significant amount capital and ultimately securing a full UK banking licence. With the teams knowledge and expertise, we are able to guide and advise businesses on the intricacies of the banking license application process, providing invaluable insights and support on aspects such as governance, capital raising, deposits/lending strategy and the regulatory journey with the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA).