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
The voice cloning AI scam you need to be aware of
Artificial Intelligence (AI) is providing scammers with new ways to try and dupe you. One type of...
5 smart reasons why retirement planning should start in your 30s and 40s
If you’re working and contributing to your pension, you might think you don’t need to do any more...
10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive...
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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.