The value of pension and investments can fall as well as rise.
You may get back less than you invested.
Whether the advice is for you, or your business, you can rest assured that you will receive financial advice that is tailored to your individual needs.
At Kind Wealth we have one goal in mind – to give you the financial advice you need, no matter what your situation in life or your individual circumstances.
We do this through providing expert advice on a wide range of financial areas and then putting together a plan that’s tailored to your individual needs and plans for the future. Due to our range of propositions we can search the market and recommend tailored investment, protection and pension products to suit your individual needs.
Searching the market and recommending products that meet your needs.
But, before we even get to recommending products, we do a thorough fact find to make sure we understand your individual circumstances and needs, as well as your objectives and aspirations for the future.
Then, and only then, do we put together a tailored plan and recommendation on the right course of action for your individual needs.
Getting to know you
Building a clear picture of your circumstances, your needs and your plans for the future
Creating a tailored plan
A detailed financial plan that’s designed to meet your individual needs and plans
Searching the market and recommending products that meet your needs
What Kind Wealth can do for you
Expert advice, to help you reach your life goals through proper management of your Investments, Pensions and Protection solutions
Agreeing with your adviser the frequency of the meetings, as well as the type of information, reports, valuations, policy updates and market intelligence required
Access to WRAP platforms and asset allocation tools which are designed to make sure you have products that perfectly match your attitude to risk
A service contract given at the outset which includes details of the service you will receive and our cost structure
A Corporate collective with an entrepreneurial mindset, striving to provide boundless solutions.
We have traditional values with a modern twist.
Kind Wealth Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Quilter Wealth Limited and Quilter Mortgage Planning Limited are entered on the Financial Conduct Register (www.fca.org.uk/register) under references 440703 and 440718.
Registered in England and Wales No 8431437, Registered Address Ground Floor, 3a Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.