about kind wealth.

Get to know our expert team of financial advisers!

professional & personalised financial advice

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.

our approach

The process we follow to make sure you get the quality of advice you need.

it’s all about you.

01. Understanding You

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.

02. Planning

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.

03. Implementation

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.

04. Refine

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.

meet our expert team

David Huntbatch

Director & Financial Adviser

Get to know David...

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.

Sarah Seeley

Director & Financial Adviser

Get to know Sarah...

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.

Denise McMahon

Paraplanner

Get to know Denise...

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.

Samantha Huntbatch

Administrator

Get to know Sammi...

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.

Tia Chandler

Administrator

Get to know Tia...

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 has been enjoying.

Whilst completing her studies, Tia works as an administrator at Kind Wealth and, as such, you may well receive emails from Tia.

Aimee Bedward

Administrator

Get to know Aimee...
Aimee studied Psychology at Birmingham City University. Her previous role included duties for the finance team, and this inspired her to start her AAT Accounting qualification.

As her finance knowledge increased, so did her passion for finance, which led to her wanting to move into the financial advice industry.

Aimee has joined Kind Wealth as an administrator and is looking forward to progressing in her role.

You are likely to receive correspondence from Aimee, as she assists with onboarding new clients, as well as sending out paperwork to existing clients, as part of their next advice meeting.

In her spare time, Aimee enjoys sewing and card making.

meet our expert team

David Huntbatch

Director & Financial Adviser

Get to know David...

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.

Sarah Seeley

Director & Financial Adviser

Get to know Sarah...

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.

Denise McMahon

Paraplanner

Get to know Denise...

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.

Samantha Huntbatch

Administrator

Get to know Sammi...

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.

Tia Chandler

Administrator

Get to know Tia...

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 has been enjoying.

Whilst completing her studies, Tia works as an administrator at Kind Wealth and, as such, you may well receive emails from Tia.

Aimee Bedward

Administrator

Get to know Aimee...
Aimee studied Psychology at Birmingham City University. Her previous role included duties for the finance team, and this inspired her to start her AAT Accounting qualification.

As her finance knowledge increased, so did her passion for finance, which led to her wanting to move into the financial advice industry.

Aimee has joined Kind Wealth as an administrator and is looking forward to progressing in her role.

You are likely to receive correspondence from Aimee, as she assists with onboarding new clients, as well as sending out paperwork to existing clients, as part of their next advice meeting.

In her spare time, Aimee enjoys sewing and card making.

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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.

Ground Floor
3a Swallowfield Courtyard
Wolverhampton Road
Oldbury
B69 2JG

Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

(+44) 121 233 0611
enquiries@kindwealth.com

helping you reach your life goals through proper management.

Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (https://register.fca.org.uk/s) under references 440703 and 440718.

Kind Wealth is registered in England and Wales No 08431437, Registered Address Old Bank Chambers 582-586 Kingsbury Road, Erdington, Birmingham, B24 9ND.