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
Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to...
Kind Wealth Renews Partnership with Worcestershire County Cricket Club and Expands Role as Official Training Sleeve Partner
Kind Wealth is excited to announce the continuation of its partnership with Worcestershire County...
7 useful tricks that could turn new year resolutions into habits
What are your goals for 2024? Whether you want to improve your health, be smarter with your money,...
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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.