The value of pension and investments can fall as well as rise.

You may get back less than you invested.

Whether the advice is for you, or your business, you can rest assured that you will receive financial advice that is tailored to your individual needs.

Getting to know you

Building a clear picture of your circumstances, your needs and your plans for the future

Creating a tailored plan

A detailed financial plan that’s designed to meet your individual needs and plans

Financial advice

Searching the market and recommending products that meet your needs

What Kind Wealth can do for you

Expert advice, to help you reach your life goals through proper management of your Investments, Pensions and Protection solutions

Agreeing with your adviser the frequency of the meetings, as well as the type of information, reports, valuations, policy updates and market intelligence required

Access to WRAP platforms and asset allocation tools which are designed to make sure you have products that perfectly match your attitude to risk

A service contract given at the outset which includes details of the service you will receive and our cost structure

A Corporate collective with an entrepreneurial mindset, striving to provide boundless solutions.

We have traditional values with a modern twist.

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