Reasons to choose Kind Wealth.
Here’s why we should be your first choice
We’re big on face to face
While we’re proud of our Worcester roots, our reach extends far beyond the local area. With advisers based in various parts of the UK, we offer face-to-face meetings nationwide, ensuring our clients receive tailored advice wherever they are in the UK.
A top-rated firm
We’re proud to have a clean sweep of five-star reviews* on Google and VouchedFor, the leading independent review site for financial advisers. It’s a true testament to the dedication and expertise of our entire team.
*Data correct as of 05/03/2025
The age of our team
With a below-average industry age, we bring fresh perspectives to our relationships. Unlike many advisers who may be approaching retirement themselves, we’re at a stage where we will support you for decades to come.
Our qualified pension specialists
The Kind Wealth team includes in-house qualified pension transfer specialists with extensive experience in the pensions market. According to research from Aegon and NextWealth, only 23% of firms offer defined benefit pension transfer advice, so it’s a service that’s hard to come by.
A safe pair of hands
Those are the words every client wants to hear. Kind Wealth is authorised and regulated by the FCA and operates within the Quilter Financial Planning network. This partnership provides the strength and support of a FTSE 250 business, reinforcing the advice we give with
The strength of our teams
We offer both in-house mortgage advice and financial planning services – a combination that is uncommon in the profession but one that will benefit you as a client looking for holistic advice through every stage in life.