are you…
delivering financial guidance for people at every stage of life
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. Each stage demands personalised financial strategies and solutions that cater to your specific circumstances and goals.
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.
A business owner or self-employed
Whether you want to run profitably, grow your business or exit confidently, we will allow you to plan for the future.
A senior executive or professional
When you have sacrificed so much to get where you are, you deserve to keep as much of your hard-earned money as possible.
Approaching retirement
We reassure you and help you make the right decisions when it comes to accessing your pension, and clearly explain your options.
Receiving an inheritance
Every decision about how to use this inheritance feels important, so you want to ensure that you make the right choices.
A trustee or providing an inheritance
Whether as an individual or trustee, we’ll help you make the right decisions to ensure as much wealth can be passed to your beneficiaries.
Going through a divorce
There is light at the end of the tunnel, as we will hold your hand throughout the divorce process and manage your finances.
Looking for a mortgage
Seeking our advice can be incredibly beneficial in navigating the complex process of securing a mortgage for your home.
A company or employer
By reducing the money worries that are present in the workforce, you can bolster your bottom line and improve performance.
A professional connection
We understand the challenges your clients face and the important work you do. Working together, we can achieve great outcomes.
Kind Wealth does not advise on the setting up of a Family Investment Company. Family Investment Companies would be set up by a third party and neither Quilter Financial Planning nor Kind Wealth accept responsibility for the advice given by the third party.
Kind Wealth can advise on the underlying investments held within a Family Investment Company.
Tax treatment varies according to individual circumstances and is subject to change.
Trusts, Estate Planning, Inheritance Tax Planning, Tax Planning & 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.
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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.