about kind wealth.

Get to know our expert team of financial advisers!

professional & personalised financial advice

At Kind Wealth, we not only care about your future, but also the future of your family and future generations.

We believe that good financial planning has the power to be life changing. Our clients say that we provide them with the reassurance to allow them to focus on enjoying their lives, rather than worrying about their finances.

Through our experience, we know that working with a financial adviser can harvest a significant additional return. This is achieved by making sure that you do the right things, at the right time to obtain the maximum benefit from your finances.

Our team is committed to working closely with you to create a personalised financial plan, driven by your unique needs and ambitions.

We believe that being transparent is essential in building the foundations of a strong and trusted relationship with you. We will also provide you with the tools and resources to make informed decisions, so that you can have the confidence that your financial plans are being taken care of.

Our purpose is helping families prosper, and we’d love to talk to you and see how we can help your family prosper too.

our approach

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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?

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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

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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

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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

meet our expert team

David Huntbatch

Managing Director & Financial Adviser

get to know david

Mike Daviss

Financial Adviser

get to know mike

Joe Tumelty

Mortgage & Protection Adviser

get to know joe

Puja Hathi

Mortgage & Protection Adviser

get to know puja

Denise McMahon

Paraplanner

Samantha Huntbatch

Administrator

get to know samantha

Mary Doyle

Administrator

get to know mary