Kind Wealth

Restricted - Whole of Market  3A Swallowfield Courtyard, Oldbury, West Midlands, B69 2JG
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FCA authorised
Last authorised 26th July 2021
We specialise in providing high quality personal advice on many aspects of wealth management.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MRS Sarah Seeley
Financial Adviser
MR David Huntbatch
Financial Adviser
About us

Kind Wealth is a well established Financial Services organisation made up of Financial Advisers who share a commitment to professionalism and outstanding
customer service.

Kind Wealth was founded in 2012 and our vision has enabled rapid growth over the subsequent years. The company has built its reputation on the long lasting partnerships and connections formed within the industry.

We pride ourselves on understanding the need to maintain exceptional professional and client relationships. This ethos is consistently practiced across the business and is the core of everything we do at Kind Wealth.

Our services

We’re an energetic team who work hard to help you with your pension, investment and wealth management needs, with traditional values and a dynamic, modern approach.

We work with Private and Corporate clients to discuss all areas of financial planning. Our approach is both professional and personable.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

3A Swallowfield Courtyard, Somerset House, 37 Temple Street, Oldbury, West Midlands, B69 2JG

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