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
4 unpredictable life events that could mean you’d benefit from a financial review
It doesn’t matter how much you prepare; sometimes unexpected life events could mean your carefully...
Why tuning out political speculation may help you stick to your financial plan
In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After...
Investment market update: July 2024
In July, the markets were affected by general elections taking place in the UK and France, and the...
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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.