helping families prosper.
We guide you through the intricate world of finances, empowering you and your family to build a future that spans generations.
pensions | investments | protection | mortgages
financial guidance ensuring prosperity from one generation to the next.
Are you searching for a trusted financial adviser or mortgage adviser, who will help you and your family prosper? At Kind Wealth, we provide comprehensive financial advice, to secure prosperity for you and your family, ensuring a seamless transition from one generation to the next. Making financial decisions can be daunting, but with our expert advisers, you’ll gain transparency and education every step of the way. Our mission is to empower you to confidently plan for the future, have the reassurance that you are making the right decisions, and safeguard your wealth for generations to come.
our clients
who we help.
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.
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services
what we do.
At Kind Wealth, our key services relate to advice on pensions, investments, mortgages and protection. Yet, the reasons why clients seek advice from us in these areas is diversified. Our approach to financial planning is far from conventional, as we bring a modern approach to financial planning. We believe in building detailed personalised plans, tailored to your specific goals and aspirations from the outset.
Whether you’re planning for retirement, or seeking the right mortgage for you, our affiliation with Quilter Financial Planning allows us to access exclusive solutions with benefits you won’t find anywhere else. By utilising Quilter Financial Planning’s targeted in-house market research and analysis, we are able to reduce our costs and give you the best possible value when determining our fees.
Do any of the following questions resonate with you?
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Aesop
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no act of kindness, however small, is ever wasted.
Aesop
first, we get to know you
- We will meet with you to understand your current situation, as well as understand your goals and aspirations. At this stage, we build a very detailed picture of where you currently are, and where you would like to get to, so that we can help you achieve it. After all, if we do not get to know you at this level, how can we build a plan for you to achieve it?
next, we create a plan to achieve your goals
- We offer you evidence-based and personalised recommendations, that build on your current plans using our robust research capability. We investigate different financial scenarios, so that you can be confident in achieving your aspirations
then, we put your plan into place
- Most of our clients then ask us to put their plan into action. We’ll contact your providers on your behalf and ensure any agreed changes are set up correctly. And as you’d expect, we’ll keep you updated throughout the implementation phase, and let you know when it’s all done, saving you the time and effort of doing it yourself
finally, we have regular progress check meetings
- Life doesn’t stand still, so neither should your plan. Our ongoing service and progress check meetings allow us to check that your financial plan remains on track. We will review your progress towards your goals and whether there have been any changes in your life that require a tweak to your financial plan. There are external factors too, such as changes in law, tax or the economy, that may mean that we need to make some changes to your financial plan
what our clients say.
As I was approaching retirement I became increasingly concerned as what to do with my pension plan. I was introduced to David from a word of mouth recommendation of several work colleagues, who had employed David & his company Kind Wealth Ltd. All of whom had a successful outcome. My concerns were relieved on our first meeting, & there were no questions David couldn't answer, & his recommendations created a successful outcome for me. I would highly recommend Kind Wealth Ltd to anyone with pension or investment concerns. (Alan – Actively Retired)
Myself and my partner were first time buyers and whilst looking for a mortgage advisor, we were recommended to use Kind Wealth by a family member. We were quickly introduced to Joe at Kind Wealth who set up a meeting with us to explain the whole process. Being first time buyers, navigating through the world of mortgages felt daunting, however after our initial chat with Joe, we were immediately put at ease and it was clear we were in good hands. Given we were purchasing a property in a Grade ll listed building, we knew getting a mortgage may be more challenging, however Joe worked tirelessly for us to ensure we got the outcome that suited our needs. Joe was always on hand to answer any questions and maintained professional throughout, ensuring we fully understood our options. All this whilst being incredibly approachable and great to chat to. A fantastic experience all round, and we would definitely recommend Kind Wealth to anybody seeking mortgage advice. (Chrissy – First Time Buyer, Mortgage Advice)
I inherited some money and my bank suggested that I might like to invest some of it and an appointment was arranged with a financial advisor. Unfortunately, when I made it clear that I was cautious by nature and was not prepared to invest the amount they wanted I did not hear from him again. My solicitor then recommended David Huntbatch from Kind Wealth. On our initial appointment, I explained my view on risk and he was immediately understanding of my perspective. David explained, very clearly, the procedures involved in investing with Quilter and reassured me about the nature of this venture and no pressure was put on me to invest more than I was comfortable with. After discussing my circumstances David recommended an investment plan for me and guided me through every step including helping me with my inadequate computer skills. In all our negotiations David has explained things in an easily understood manner which has made a complex procedure so much easier to comprehend. Never having had any experience of the world of finance I have found him most supportive and informative in regard to these matters. At no time have I felt pressured into committing myself to anything of which I was unsure. David's professional yet personal approach has always been most reassuring and I would commend him and his company to anyone seeking financial advice. I think Kind Wealth could be of great help to anyone who has money to invest, however modest and I would be happy to recommend them to others. (Susan – Received an Inheritance)
I contacted Kind Wealth as I was coming up to retirement and I needed help with my private pension because I didn't know at the time which way best to handle it. I was quite worried at the time as it was a considerable pension amount and I didn't want to lose any unnecessary value from it. I had heard of David Huntbatch from a close associate of my husband's. This associate told us that they had a completely positive experience and he couldn't recommend him enough. David was very thorough, and went through every fine detail with me which made me feel more reassured. David gave me lots of guidance and a number of options that I could take, sorting out my draw-down as well as going through how to invest the rest of my pension which I have been extremely happy with. I have had a very positive experience – David always went out of his way to help me and is extremely knowledgeable. I would highly recommend David to anyone who has any worries about how to handle their pension. (Jennifer – Actively Retired)
It was a long time since we had previously moved house or applied for a mortgage. It all seems simple online, but having someone else do the work to find the most suitable mortgage and rates is much less stressful than chasing around yourselves. We chose Kind Wealth to assist us because they are already advising us with respect to our finances. We already trusted them and were delighted with their services. We found that the real value of having a mortgage advisor was in the last weeks running up to exchange when our solicitor and mortgage advisor were able to work together to get responses from the lender in timescales that would have been challenging otherwise. We think that having Kind Wealth advising us significantly helped make things run smoothly throughout the whole process up to completion. This was not a benefit that we’d considered when we first asked them to help find the right mortgage for us. Many, many thanks to Joe and Sarah. (Michael and Clara – Home Mover, Mortgage Advice)
I previously used Kind Wealth for my mortgage in the previous year. They provided an exceptional service which was very quick advice at much better rates than I could get myself. They found the perfect mortgage for us which has allowed us to port our mortgage at the same interest rate. We thought the service and advice given was very good that we have used them again for our house move. This time we had Joe who was very professional and always willing to help. We were concerned about the rising interest rates for our additional mortgage but Joe dealt with the whole application including porting our existing mortgage and provided all the advice we needed including helping us with our life insurance. The value of our life insurance was significantly more than our existing life insurance and at a cheaper price. The service provided was brilliant and even when I needed advice in an urgent manner due to solicitors being terrible then Joe and Sarah dealt with this which was exceptional. If you are a first time buyer or anyone looking for advice around life insurance of all ages or looking for a fixed-rate mortgage then I would recommend using Kind Wealth. (Sam – Home Mover, Mortgage Advice)
As I was approaching retirement I became increasingly concerned as what to do with my pension plan. I was introduced to David from a word of mouth recommendation of several work colleagues, who had employed David & his company Kind Wealth Ltd. All of whom had a successful outcome. My concerns were relieved on our first meeting, & there were no questions David couldn't answer, & his recommendations created a successful outcome for me. I would highly recommend Kind Wealth Ltd to anyone with pension or investment concerns.
Alan – Actively Retired
Myself and my partner were first time buyers and whilst looking for a mortgage advisor, we were recommended to use Kind Wealth by a family member. We were quickly introduced to Joe at Kind Wealth who set up a meeting with us to explain the whole process. Being first time buyers, navigating through the world of mortgages felt daunting, however after our initial chat with Joe, we were immediately put at ease and it was clear we were in good hands. Given we were purchasing a property in a Grade ll listed building, we knew getting a mortgage may be more challenging, however Joe worked tirelessly for us to ensure we got the outcome that suited our needs. Joe was always on hand to answer any questions and maintained professional throughout, ensuring we fully understood our options. All this whilst being incredibly approachable and great to chat to. A fantastic experience all round, and we would definitely recommend Kind Wealth to anybody seeking mortgage advice.
Chrissy – First Time Buyer, Mortgage Advice
I inherited some money and my bank suggested that I might like to invest some of it and an appointment was arranged with a financial advisor. Unfortunately, when I made it clear that I was cautious by nature and was not prepared to invest the amount they wanted I did not hear from him again. My solicitor then recommended David Huntbatch from Kind Wealth. On our initial appointment, I explained my view on risk and he was immediately understanding of my perspective. David explained, very clearly, the procedures involved in investing with Quilter and reassured me about the nature of this venture and no pressure was put on me to invest more than I was comfortable with. After discussing my circumstances David recommended an investment plan for me and guided me through every step including helping me with my inadequate computer skills. In all our negotiations David has explained things in an easily understood manner which has made a complex procedure so much easier to comprehend. Never having had any experience of the world of finance I have found him most supportive and informative in regard to these matters. At no time have I felt pressured into committing myself to anything of which I was unsure. David's professional yet personal approach has always been most reassuring and I would commend him and his company to anyone seeking financial advice. I think Kind Wealth could be of great help to anyone who has money to invest, however modest and I would be happy to recommend them to others.
Susan – Received an Inheritance
I contacted Kind Wealth as I was coming up to retirement and I needed help with my private pension because I didn't know at the time which way best to handle it. I was quite worried at the time as it was a considerable pension amount and I didn't want to lose any unnecessary value from it. I had heard of David Huntbatch from a close associate of my husband's. This associate told us that they had a completely positive experience and he couldn't recommend him enough. David was very thorough, and went through every fine detail with me which made me feel more reassured. David gave me lots of guidance and a number of options that I could take, sorting out my draw-down as well as going through how to invest the rest of my pension which I have been extremely happy with. I have had a very positive experience – David always went out of his way to help me and is extremely knowledgeable. I would highly recommend David to anyone who has any worries about how to handle their pension.
Jennifer – Actively Retired
It was a long time since we had previously moved house or applied for a mortgage. It all seems simple online, but having someone else do the work to find the most suitable mortgage and rates is much less stressful than chasing around yourselves. We chose Kind Wealth to assist us because they are already advising us with respect to our finances. We already trusted them and were delighted with their services. We found that the real value of having a mortgage advisor was in the last weeks running up to exchange when our solicitor and mortgage advisor were able to work together to get responses from the lender in timescales that would have been challenging otherwise. We think that having Kind Wealth advising us significantly helped make things run smoothly throughout the whole process up to completion. This was not a benefit that we’d considered when we first asked them to help find the right mortgage for us. Many, many thanks to Joe and Sarah.
Michael and Clara – Home Mover, Mortgage Advice
I previously used Kind Wealth for my mortgage in the previous year. They provided an exceptional service which was very quick advice at much better rates than I could get myself. They found the perfect mortgage for us which has allowed us to port our mortgage at the same interest rate. We thought the service and advice given was very good that we have used them again for our house move. This time we had Joe who was very professional and always willing to help. We were concerned about the rising interest rates for our additional mortgage but Joe dealt with the whole application including porting our existing mortgage and provided all the advice we needed including helping us with our life insurance. The value of our life insurance was significantly more than our existing life insurance and at a cheaper price. The service provided was brilliant and even when I needed advice in an urgent manner due to solicitors being terrible then Joe and Sarah dealt with this which was exceptional. If you are a first time buyer or anyone looking for advice around life insurance of all ages or looking for a fixed-rate mortgage then I would recommend using Kind Wealth.
Sam – Home Mover, Mortgage Advice
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