helping families prosper.

We guide you through the intricate world of finances, empowering you and your family to build a future that spans generations.

pensions | investments | protection | mortgages

financial guidance ensuring prosperity from one generation to the next.

Are you searching for a trusted financial adviser or mortgage adviser, who will help you and your family prosper? At Kind Wealth, we provide comprehensive financial advice, to secure prosperity for you and your family, ensuring a seamless transition from one generation to the next. Making financial decisions can be daunting, but with our expert advisers, you’ll gain transparency and education every step of the way. Our mission is to empower you to confidently plan for the future, have the reassurance that you are making the right decisions, and safeguard your wealth for generations to come.

our clients

who we help.

Everyone’s financial journey is unique, marked by distinct challenges and opportunities that arise at different phases of your life and career. Each stage demands personalised financial strategies and solutions that cater to your specific circumstances and goals.

We aim to provide guidance and support that is sensitive to your varying needs, and we can help you navigate your financial journey with confidence and clarity.

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what we do.

At Kind Wealth, our key services relate to advice on pensions, investments, mortgages and protection. Yet, the reasons why clients seek advice from us in these areas is diversified. Our approach to financial planning is far from conventional, as we bring a modern approach to financial planning. We believe in building detailed personalised plans, tailored to your specific goals and aspirations from the outset.

Whether you’re planning for retirement, or seeking the right mortgage for you, our affiliation with Quilter Financial Planning allows us to access exclusive solutions with benefits you won’t find anywhere else. By utilising Quilter Financial Planning’s targeted in-house market research and analysis, we are able to reduce our costs and give you the best possible value when determining our fees.

Do any of the following questions resonate with you?

About Kind Wealth Home

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


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


first, we get to know you

  • We will meet with you to understand your current situation, as well as understand your goals and aspirations. At this stage, we build a very detailed picture of where you currently are, and where you would like to get to, so that we can help you achieve it. After all, if we do not get to know you at this level, how can we build a plan for you to achieve it?

next, we create a plan to achieve your goals

  • We offer you evidence-based and personalised recommendations, that build on your current plans using our robust research capability. We investigate different financial scenarios, so that you can be confident in achieving your aspirations

then, we put your plan into place

  • Most of our clients then ask us to put their plan into action. We’ll contact your providers on your behalf and ensure any agreed changes are set up correctly. And as you’d expect, we’ll keep you updated throughout the implementation phase, and let you know when it’s all done, saving you the time and effort of doing it yourself

finally, we have regular progress check meetings

  • Life doesn’t stand still, so neither should your plan. Our ongoing service and progress check meetings allow us to check that your financial plan remains on track. We will review your progress towards your goals and whether there have been any changes in your life that require a tweak to your financial plan. There are external factors too, such as changes in law, tax or the economy, that may mean that we need to make some changes to your financial plan

what our clients say.

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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.