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
5 unexpected factors that could affect the value of your home
Many factors go into calculating the value of your home, from the location to when the kitchen was...
3 reasons why your mortgage interest rates could fall this year
A mortgage is often the largest loan you’ll ever take out, and looking at how much interest you’ll...
Business owners: 5 reasons you could benefit from saving into a pension
Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re...
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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.