trusted, personal and proactive financial advice.

Explore our exclusive offers only available to members of the Worcestershire County Cricket Club!

we do things a little differently from other financial advisers…

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

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

Working with a financial adviser can harvest significant additional return. This is achieved by making sure our clients do the right things, at the right time, to realise their life ambitions. Whether this be providing reassurance when no action is required amidst global economic uncertainty, recommending action when it is required, to ensuring that our clients maximise the use of tax allowances available, we will be there.

Tax treatment varies according to individual circumstances and is subject to change.

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benefits when choosing us as your financial advisers

Kind Wealth is one of this year’s 2023 Worcestershire County Cricket Club sponsors. As part of our sponsorship, we are proud to be offering discounts on a range of our financial services.

As life is unpredictable, your financial plan has to be adaptable and unique to you. We strongly believe that by receiving lifelong financial advice, you will have the ability to make the right decisions, at the right time, every time.

We have exclusive discounts available to WCCC Members and their family members on:

  • Retirement Planning
  • Investment Planning
  • Intergenerational Wealth Management
  • Mortgages and Remortgages
train as a financial adviser image
train as a financial adviser image

benefits when choosing us as your financial advisers

Kind Wealth is one of this year’s 2023 Worcestershire County Cricket Club sponsors. As part of our sponsorship, we are proud to be offering discounts on a range of our financial services.

As life is unpredictable, your financial plan has to be adaptable and unique to you. We strongly believe that by receiving lifelong financial advice, you will have the ability to make the right decisions, at the right time, every time.

We have exclusive discounts available to WCCC Members and their family members on:

  • Retirement Planning
  • Investment Planning
  • Intergenerational Wealth Management
  • Mortgages and Remortgages

advice fee discounts for WCCC members and their family members

book a meeting with an adviser

At Kind Wealth, we not only care about your future, but also that of your family and future generations.
By receiving life-long financial advice, you will have the ability to make informed decisions regarding your finances throughout your lifetime.

start taking control of your finances with our professional and expert advice.

We offer the benefit of providing you with one point of contact, whilst having advisers with different specialisms across the firm. As a result, we are well positioned to provide you with specialist advice where necessary, whilst retaining the relationship with the adviser who has a deep understanding of what drives you, along with your goals and aspirations.

We strive to deliver the very best service to develop a long-lasting relationship with you and your family.

Buying or selling your property?

Mortgage Advice

How we can help...

Working with us, you will have access to a wide range of mortgages from across the market, including specialist lenders.

Looking to grow your wealth?

Investment Advice

How we can help...

Whether you are investing a lump sum, regular amounts or reviewing an existing portfolio, an adviser will explain the different types of investments available, as well as the benefits and risks.

Considered your family's future?

Protection Advice

How we can help...

Taking action to protect your family now could save you money in the long term, as protection policies will invariably cost more as you get older.

Confident about your retirement?

Pension Advice

How we can help...

When planning for your retirement, you need to have a plan in place to ensure that your pension lasts as long as you do. After all, nobody wants to run out of money later in life.
book a meeting
FREE 15-minute call with one of our Financial Advisers!

To find out more or to book a meeting with one of our Financial Advisers, please fill out the form below.

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Approved Quilter Financial Services Limited & Quilter Mortgage Planning Limited 26/05/2023.

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