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.
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve. At this stage you will find out what to expect from us and how you will benefit from using us. We do not usually charge a fee for this stage.
We’ll explore and research various scenarios to make the best use of your existing plans. We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you. Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.
Nothing stands still, so it makes sense to check the progress and appropriateness of your plans regularly. We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation. You will also hear from us if we have something that we feel will interest you.
Phil has been practicing as a financial adviser since the year 2000. Phil firstly became a financial adviser for a high street bank, before setting up Kind Wealth in 2012. Phil has progressed his qualifications over the years and is now a Chartered Associate of the LIBF.
To Phil, financial advice means putting the client at the heart of everything we do. Financial advice is to put our clients in a better position, help them to plan for the future and achieve their aspirations.
Outside of work, Phil enjoys spending time with his family and enjoys their family holidays. Phil also likes to follow his local football team.
Having worked in the financial services industry for over 18 years, Sarah has gained invaluable knowledge and experience. Sarah started her career as an Office Junior at Scottish Provident and Skandia, before moving to work as a Paraplanner with a large financial advice firm. It was not until a few years later that Sarah decided that she wanted to become a financial adviser and complete her qualifications. The changes to the industry in 2012 cemented Sarah’s passion for completing her exams as Sarah saw the industry changing from a sales environment to a service environment. Sarah then went on to complete her advanced diploma and can now proudly call herself a Chartered Associate of the London Institute of Banking and Finance.
David graduated from Cardiff University with a First Class Honours in Economics. After graduating from university, David began his career as a Paraplanner at a financial advice firm. Being a Paraplanner assisted David in obtaining valuable experience in building financial solutions requiring key attention to detail. David later moved to become a financial adviser and advises on a range of specialist areas of financial advice.
For David, financial advice is working with clients to help them understand their true aspirations and to put together a plan to help them get there. David loves seeing the outcomes of the plans that he puts together, and seeing the joy that clients receive from achieving their aspirations.
David graduated from Aberystwyth University, where he studied Business Management. After graduating from university, he worked as a Paraplanner at another financial advice firm. David then joined Kind Wealth, initially as a Paraplanner before becoming a Financial Adviser. David has thoroughly enjoyed the transition to becoming a financial adviser and in particular, building client relationships.
Denise studied Financial Services at Bournemouth University and gained a First Class Honours. Denise’s first role was at an IFA firm in Bristol, where she became the Compliance Manager. Denise monitored 150 financial advisers and her role included case checking, annual testing of the advisers, training and competence monitoring, as well as working with senior management to review and write guidance for advisers and staff. Denise left her role after having her second daughter and returned to financial services after her son started school, as a paraplanner. Denise now works mainly on Defined Benefit/Final Salary pension cases. Denise is also studying towards the Advanced Diploma in Financial Planning.email@example.com
Samantha studied Criminology at Birmingham City University and gained a First Class Honours. After graduating from university, Samantha joined Kind Wealth as a graduate in an administration role. Samantha enjoys being pushed to progress in her role and taking on additional responsibilities. You will have probably received emails from Samantha as she is responsible for sending out our quarterly newsletters and economic updates. Samantha has also started the journey of taking qualifications to further her knowledge and she is looking forward to seeing where this will take her.
Andrea previously enjoyed a successful career in the banking industry for over 20 years, culminating in becoming a manager of a large high street branch. Andrea then moved to run the accounts department of a large manufacturing business. Andrea then joined Kind Wealth in 2017 to assist her husband, Phil, in looking after his clients at Kind Wealth.
Tia previously worked for a large high street bank in a customer service role. Tia really enjoyed the client facing part of her job and this fueled her desire to move across to working within the financial advice industry. Tia has joined the Quilter Financial Adviser School and is studying towards becoming a qualified financial adviser, a challenge that Tia is relishing. Whilst completing her studies, Tia works as an administrator at Kind Wealth and, as such, you may well receive emails from Tia.
Sam joined Kind Wealth from a recruitment background, where most of Sam’s time was spent representing Financial Services businesses, in particular, large high street banks. It was through these relationships that Sam started to find out more about the financial advice industry.
Sam’s role at Kind Wealth involves business development and you will most likely meet Sam at local networking events, and if you do, please come over and say hello! Sam is currently studying for the Diploma in Financial Planning to further his knowledge to assist him in his role.
In his spare time, Sam is also a semi-professional rugby player and a gym enthusiast.
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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.