delivering financial guidance for people at every stage of life
a plan tailored to you
Everyone’s financial journey is unique, marked by distinct challenges and opportunities that arise at different phases of your life and career. Each stage demands personalised financial strategies and solutions that cater to your specific circumstances and goals.
We aim to provide guidance and support that is sensitive to your varying needs, and we can help you navigate your financial journey with confidence and clarity.
Kind Wealth does not advise on the setting up of a Family Investment Company. Family Investment Companies would be set up by a third party and neither Quilter Financial Planning nor Kind Wealth accept responsibility for the advice given by the third party.
Kind Wealth can advise on the underlying investments held within a Family Investment Company.
Tax treatment varies according to individual circumstances and is subject to change.
Trusts, Estate Planning, Inheritance Tax Planning, Tax Planning & Some Buy To Let Mortgages are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.
3a Swallowfield Courtyard
Trusts, 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.
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.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited October 2023
Kind Wealth is registered in England and Wales No 08431437, Registered Address 3B Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.