we’ve got you
covered.
pensions | investments | protection
Helping you reach your life goals through proper management.
about
kind wealth.
Kind Wealth is a well-established Financial Services organisation made up of Financial Advisers who share a commitment to professionalism and outstanding customer service.
Kind Wealth was founded in 2013 and the company has built its reputation on the long lasting partnerships and connections formed within the industry.
Our Advisers come from various backgrounds in the financial services industry. The knowledge gained between our advisers has given them the understanding needed to maintain exceptional professional and client relationships. This ethos is consistently practiced across the business and is the core of everything we do at Kind Wealth.
In fact, our mission statement is that we are a company that does not focus on selling products, but help people put a plan in place to achieve their aspirations.
our
services
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.
Wealth management
Savings, Investment, Tax Planning, Retirement Planning
Personal and Business Protection
Retirement Planning
Mortgage
Repayment Calculator
Loan
Repayment Calculator
Inheritance Tax
Calculator
Household
Budget Planner
Pension
Shortfall Calculator
Investment
Calculator
Inflation
Calculator
Income Tax
Calculator
“
Aesop
“
no act of kindness, however small, is ever wasted.
Aesop
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.
To view more reviews visit our VouchedFor page here!
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kind wealth
adds value
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.
Ground Floor
3a Swallowfield Courtyard
Wolverhampton Road
Oldbury
B69 2JG
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
enquiries@kindwealth.com
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.
Kind Wealth is registered in England and Wales No 08431437, Registered Address Old Bank Chambers 582-586 Kingsbury Road, Erdington, Birmingham, B24 9ND.
