where families prosper.
pensions | investments | protection | mortgages
Helping you reach your life goals through proper management.
At Kind Wealth, we not only care about your future, but also the future of your family and future generations.
We believe that good financial planning has the power to be life changing. Our clients say that we provide them with the reassurance to allow them to focus on enjoying their lives, rather than worrying about their finances.
Through our experience, we know that working with a financial adviser can harvest a significant additional return. This is achieved by making sure that you do the right things, at the right time to obtain the maximum benefit from your finances.
Our team is committed to working closely with you to create a personalised financial plan, driven by your unique needs and ambitions.
We believe that being transparent is essential in building the foundations of a strong and trusted relationship with you. We will also provide you with the tools and resources to make informed decisions, so that you can have the confidence that your financial plans are being taken care of.
Our purpose is helping families prosper, and we’d love to talk to you and see how we can help your family prosper too.
We specialise in providing high quality personal advice on many aspects of wealth management. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders.
The Financial Conduct Authority do not regulate tax planning.
The value of investments can fall as well as rise. You may get back less than you invested.
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no act of kindness, however small, is ever wasted.
Don’t just take our word for it.
David helped me to understand my needs, as well as the options available to me. He explained everything to me in ways that I understood, which made me feel comfortable with the whole process.
Sarah was extremely professional and very knowledgeable. She listened to my needs and then talked through the options available that would suit my particular circumstances.
David has advised me on the best place to invest my savings and has been very patient and has explained everything thoroughly to me and has kept me up to date all the way.
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When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.
3a Swallowfield Courtyard
Trusts, Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
(+44) 121 233 0611
Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (https://register.fca.org.uk/s) under references 440703 and 440718.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited October 2023
Kind Wealth is registered in England and Wales No 08431437, Registered Address 3B Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.