Who we work with
Delivering financial guidance for your specific needs and goals
Expert advice
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.
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.
We work closely with people at key financial milestones – whether you’re securing a mortgage, planning your retirement, running or selling a business, or enhancing employee benefits as an employer or platform provider.
Tax treatment varies according to individual circumstances and is subject to change.
Trusts, estate planning, Inheritance Tax planning, tax planning and 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.
News & insights
2 key mortgage options if you’re moving up the property ladder
If you’ve found your next home, one important area to consider is what you’ll do with your...
Think cash is king? It might be time to review your mantra
Cash can be comforting. It’s familiar, it’s accessible, and it’s tangible. But while cash savings...
The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During...
Drop us a line
You can read a copy of our Privacy Notice by clicking here.
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.