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Helping you reach your life goals through proper management.


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.

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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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We Can Help You With:

Wealth Management
Personal and Business Protection

Life Cover, Critical Illness Cover, Income Protection Cover, Business Cover

Retirement Planning

Pension Funds, Personal Funds, Company or Trustee’s Funds

no act of kindness, however small, is ever wasted.

Don’t just take our word for it.

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. He has definitely put my mind at rest.

Find out more about our clients and how we’ve helped.
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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.