Q2 2017 Update

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We are finishing the end of the second quarter in a fantastic position at Kind Wealth.    The business is growing from strength to strength and this is predominately down to our working relationships with existing clients and professional connections.

Here at Kind Wealth, we are lucky to be able to say that 100% of our clients are referred to us either by our existing clients or by our professional connections.   I like to think that says a lot about our us, our values and how our clients value what we do.

2017 is all about growth within Kind Wealth and now feels the right time to bring new advisors on board to help us continue to provide a high level of service to our existing professional connections and also our new ones.   We hope over our next quarter we can find the right individuals to work alongside us.

Our business has seen great interest in retirement planning over the last quarter and we are updating our cashflow modelling software.   The software will provide additional visual aides to help clients understand their current position and where they could possibly be in retirement.   We are keen to work with clients to manage their expectations and plan their financial journey.   I am looking forward to showcasing this to our clients over the coming months!

I cannot end the end of the second quarter without a special mention to Andrew Bretherton.   Andrew was signed up to complete the Yorkshire Three Peak Challenge in April, to raise money for the Mind charity.   I didn’t doubt for a second that Andrew wouldn’t complete this and he did, in just over 12 hours.  In addition, he also took part in the Dragon Boat race alongside members of every other part of the Kind Group to raise money for Cure Leukaemia last Saturday and I am so proud to say that they won!   For those of you who don’t know Andrew, he is a big team player with a big heart and a great asset to the Kind Wealth team.   Thank you, Andrew.

Sarah Seeley

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