about kind wealth.

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.
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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.

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.

Joe really enjoys working with clients and takes great pride in ensuring positive outcomes are achieved. Joe knows that no single approach is the right one for every individual and is very attentive to specific client needs.

In his free time, he is usually found playing or watching football.

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.

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.

In Kate’s spare time, she is an instructor for gym classes, which provides a different challenge to the rest of her working day. Furthermore, Kate takes part in regular triathlons, which is a great motivation for setting goals.

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.

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.

Joe really enjoys working with clients and takes great pride in ensuring positive outcomes are achieved. Joe knows that no single approach is the right one for every individual and is very attentive to specific client needs.

In his free time, he is usually found playing or watching football.

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.

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.

In Kate’s spare time, she is an instructor for gym classes, which provides a different challenge to the rest of her working day. Furthermore, Kate takes part in regular triathlons, which is a great motivation for setting goals.