Kind Wealth
Initial consultation free
Restricted
Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mike Daviss
Financial Adviser
David Huntbatch
Managing Director & Financial Adviser
Compliance
Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority. Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 12/11/2024 Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (<url hidden>) under references 440703 and 440718. Kind Wealth is registered in England and Wales No 08431437, Registered Address 3B Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.
Legal information
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