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.
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.
Savings, Investment, Tax Planning, Retirement Planning
Life Cover, Critical Illness Cover, Income Protection Cover, Business Cover
Pension Funds, Personal Funds, Company or Trustee’s Funds
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.
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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.