Expect More From Your Firm.
Unlock the Kind Wealth effect and save time, build your legacy, increase conversion, and increase your earnings.
Built for ambitious financial planners and mortgage advisers who want better.
Built for you to earn more
More reach. More opportunity. Better results. Faster.
Our financial planners and mortgage advisers earn more because they have more:
more support, more visibility, access to introducer-led opportunities, and a model built for serious revenue.
Built for advisers who want better
Kind Wealth exists because most advice firms aim too low…
Too safe
Too slow
Too willing to tolerate mediocrity
We are building a nationally recognised financial planning and mortgage advice business defined by:
High performance
High standards
High trust
If you want to be average, there are plenty of other places for you.
If you want to be the best, keep reading.
Who we are looking for
These are self-employed roles, built for advisers who want ownership, autonomy, and accountability.
Financial Planners
You already advise clients at a high level
You care deeply about advice quality and outcomes
You want to grow meaningful recurring revenue and build long-term legacy
You expect your firm to match your standards
Mortgage Advisers
You are commercially driven
You value professionalism and credibility
You want to grow within a serious, respected business
You want to handle serious volume in a business that values quality, reputation, and conversion
We are not for you if...
You want a salary and safety nets
You want guarantees
You’re comfortable being average
You want low expectations and minimal standards
We are selective by design.
Our Core Values
How we build. How we operate. How we win.
Our core values aren’t posters on a wall. They are the standards we expect from ourselves — and from the people we choose to build with.
Set the Standard
Driven to be exceptional, never stop learning, and deeply caring in everything we do.
Be Relentless
We know being the best is earned through consistent effort and execution.
We Win Together
We celebrate every win and lift each other higher.
Disrupt for Good
We move our industry forward through innovation and a better client experience.
What changes when you join Kind Wealth
Kind Wealth is an established financial planning and mortgage advice business with a
clear ambition:
Every financial planner and mortgage adviser has a story waiting to be written, and we provide the map to turn that narrative into success.
Build
We help you grow.
Lay the foundation for success by creating a clear business plan with actionable goals. Establish your strategy, define your niche, and set the stage for sustainable growth.
Strategic goal planning
Ongoing training and development resources
Practical tools and guidance you can apply immediately
Brand
Build a personal brand people recognise, remember, and recommend.
We actively help you build a standout personal brand, so you become the go-to adviser in your niche, not just another name in a firm.
That means:
Clear positioning that sets you apart
High-impact marketing that gets noticed
Support to show up consistently and confidently
You operate with the backing of Kind Wealth, but your personal brand is what clients see, hear, and talk about.
Be seen. Be trusted. Be remembered.
Brand
Build a personal brand people recognise, remember, and recommend.
We actively help you build a standout personal brand, so you become the go-to adviser in your niche, not just another name in a firm.
That means:
Clear positioning that sets you apart
High-impact marketing that gets noticed
Support to show up consistently and confidently
You operate with the backing of Kind Wealth, but your personal brand is what clients see, hear, and talk about.
Be seen. Be trusted. Be remembered.
Amplify
Reach more people than anyone else.
Become a magnet for opportunity by leveraging our brand, introducer relationships, and marketing capability to drive inbound business and long-term client relationships.
This includes access to introducer partnerships that reach:
Through our large introducer relationships, we are able to support advisers with a consistent flow of leads.
These are not bought lists or cold leads.
They are long-standing relationships, built on trust and managed to a high standard.
Alongside this, you benefit from:
Centralised marketing resources that support growth
Financial promotions expertise that keeps everything compliant and effective
Brand power that strengthens credibility and conversion
Reach that takes years to build. From day one.
Simplify
Remove friction. Focus on what matters.
Utilise our technology, processes, and operational support to eliminate friction, speed up transactions, and stay focused on what matters — closing opportunities and serving clients well.
Our tech stack is built for real productivity, not box-ticking. That starts with a true CRM at the heart of our business. Not a back-office system packaged up as a CRM.
This is real Client Relationship Management designed to help you:
Stay in control of every relationship, opportunity, and next step
Keep momentum high with structured workflows and clear visibility
Reduce admin, eliminate bottlenecks, and move faster with confidence
Our transparent, all-inclusive cost model also covers the core regulatory and risk costs of running an advice business, including:
FCA regulatory fees
FSCS and FOS levies
Professional indemnity insurance
Agency agreements, novation, and induction
We also provide systems, oversight, and support that make compliance and CPD simpler to complete, easier to record, and easier to monitor, without lowering standards.
Less admin. Fewer distractions. More time with clients.
More focus. More momentum. More earnings.
Simplify
Remove friction. Focus on what matters.
Utilise our technology, processes, and operational support to eliminate friction, speed up transactions, and stay focused on what matters — closing opportunities and serving clients well.
Our tech stack is built for real productivity, not box-ticking. That starts with a true CRM at the heart of our business. Not a back-office system packaged up as a CRM.
This is real Client Relationship Management designed to help you:
Stay in control of every relationship, opportunity, and next step
Keep momentum high with structured workflows and clear visibility
Reduce admin, eliminate bottlenecks, and move faster with confidence
Our transparent, all-inclusive cost model also covers the core regulatory and risk costs of running an advice business, including:
FCA regulatory fees
FSCS and FOS levies
Professional indemnity insurance
Agency agreements, novation, and induction
We also provide systems, oversight, and support that make compliance and CPD simpler to complete, easier to record, and easier to monitor, without lowering standards.
Less admin. Fewer distractions. More time with clients.
More focus. More momentum. More earnings.
Connect
Grow faster through the right connections.
We help you build a stronger professional network that drives real business growth.
That includes:
Support connecting with accountants, lawyers, estate agents, and corporate finance advisers
A cross-market referral programme between mortgage advisers and financial planners
Collaboration with other high-quality advisers across the business
You can also host webinars using our online platforms and promote your expertise through our marketing channels, helping you reach wider audiences and build authority.
You will also gain access to our incredible corporate hospitality at Worcestershire County Cricket Club – a premium setting to spend quality time with key contacts and turn introductions into long-term relationships.
Better connections. Warmer introductions. Growth through collaboration.
Your licence charge includes
Everything you need to run a high-performance, self-employed advice business — with clarity, structure, and no hidden surprises.
Technology & productivity
- A true CRM system at the heart of your business — not a back-office system packaged as one
- Structured workflows and opportunity tracking to protect momentum
- Dynamic Planner for annual reviews and cash flow modelling
- Calendly for faster scheduling
- DocuSign to eliminate postal delays
- Office 365 with enterprise-grade security and antivirus protection
- Dedicated IT helpdesk support, five days per week
Compliance & risk support
- FCA regulatory fees
- FSCS and FOS levies
- Professional indemnity insurance
- Agency agreements, induction, and novation
- Ongoing compliance oversight and supervision
- CPD tracking and support
Training & development
- Ongoing training resources
- Structured support to grow your business
- Continuous development aligned to raising standards
Marketing & brand
- National visibility under the Kind Wealth brand
- Support to build your personal brand and authority
- VouchedFor licence to strengthen social proof and improve conversion
Everything you need to focus on clients and reduce admin.
Built for you to earn more.
