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
Guide to Retirement
There has been plenty of coverage in the financial media about retirement freedom and how you can now spend your pension fund as you see fit. However, more freedom and more choices mean you now have more decisions to make.
Essentially Mortgages Q3 2022
Over the past couple of years, we have all been affected by the chaos the pandemic has left in its wake. Although the property market was no exception, there are some signs of normality returning to the market.
The ever-eroding power of inflation
When the general price of goods and services increase in an economy, we call this inflation. We should expect a low level of inflation in a healthy and growing economy, however it is always important to consider the effects of inflation when making or reviewing your financial plan.
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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.