Spencer Kite

Financial Planner

Reviews and Ratings for Financial adviser Spencer Kite, Birmingham

At work

Spencer has worked in financial services since 2013 and has been directly advising clients for three years. He specialises in the wealth-building phase, typically around 15 years before retirement, and continues to support clients into the early years of retirement and beyond.

Spencer helps clients accumulate and then realise their wealth, creating sustainable income strategies that provide long-lasting financial security.

At home

Spencer is a proud husband and father. His family keeps him busy and gives his life direction. When he’s not with his family, he enjoys being outdoors, cooking and discovering good food, attending live music, and travelling whenever he can.

A former keen sportsman, Spencer still follows rugby, football, and cricket closely – usually from the comfort of the sofa rather than on the pitch.

In the spotlight...

My proudest moment as an IFA was:

Having my clients continue to place their trust in me as I help them navigate their financial futures.

The three things I love most about my job are:

Making a genuine difference to the lives of real families. Meeting new people and building meaningful relationships with clients. Seeing the advice I deliver come to fruition

The types of people I enjoy working with most are:

Engaged individuals who know what they want and value.

Meet the rest of the team

Discover the people who make it all happen.

meet everyone
Paul Glover

Paul Glover

Financial Planner and Managing Director

meet Paul
James Richards

James Richards

Director and Financial Planner

meet James
Richard Hall

Richard Hall

Senior Financial Planner

meet Richard
Trish Page

Trish Page

Head of Client Support

meet Trish
Billy McGovern

Billy McGovern

Protection, Healthcare, and Employee Benefits Consultant

meet Billy
James Sergeant

James Sergeant

Apprentice Planner and Technical Support

meet James
Ernest Grant Private Clients
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