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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Kind Wealth Limited

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Kind Wealth Limited

At Kind Wealth we have one goal in mind – to give you the financial advice you need, no matter what! Kind Wealth Ltd is registered in England and Wales.

Kind Wealth is a well established Wealth Management organisation made up of Financial Advisers across the UK who share a commitment to Professionalism and Outstanding Customer Service. 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. Kind Wealth Ltd is an appointed representative of

Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited are entered on the Financial Conduct Authority Register (https://register.fca.org.uk/s/) under references 440703. Company Number 08431437. Registered Address 39 Foregate Street, Worcester, WR1 1DJ

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 17/03/2025

01/09/2026

Buy-to-let property may seem like an attractive asset to invest in.

However, there are a lot of important areas to consider, from how it could affect your tax liability to your responsibility as a landlord.

Read our latest guide, linked below, to discover the important questions you need to answer before you purchase a buy-to-let property.

https://www.kindwealth.com/guides/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

31/08/2026

Is your current mortgage deal coming to an end?

You may be weighing up whether to remortgage with a new lender or use a product transfer with your existing one.

Both options could help you secure a new deal, but the right choice will depend on your circumstances, borrowing needs, and the rates available to you.

Read our latest blog, linked below, to learn the difference between a product transfer and a remortgage.

https://www.kindwealth.com/product-transfer-v-remortgage-whats-the-difference/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

27/08/2026

As a business owner, your personal and business financial values are often closely linked, but they're not the same.

Focusing only on the valuation of your business when assessing whether you're on track for personal long-term goals could be risky.

To discover the difference between building wealth and building business value, click the link below.

https://www.kindwealth.com/the-difference-between-building-wealth-and-building-business-value/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

25/08/2026

4 ways you could improve pension confidence in your business:

1. Make pensions part of onboarding and your employee handbook
2. Make pensions a regular topic of conversation
3. Be clear when discussing pensions
4. Work with an outside provider

Read our blog, linked below, to find out more.

https://www.kindwealth.com/how-business-owners-could-help-employees-build-pension-confidence/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

24/08/2026

4 ways a financial plan could help balance multiple goals:

1. A financial plan identifies your goals
2. A financial plan could model different scenarios
3. The data from a cashflow model could help you understand trade-offs
4. A financial planner could adjust your plan as your goals change

Read our blog, linked below, to learn more.

https://www.kindwealth.com/balancing-your-goals-how-a-financial-plan-could-help-you-juggle-different-priorities/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

20/08/2026

Are you thinking about investing in a buy-to-let property?

Statistics published by the government confirm that there were around 2.86 million private landlords in the UK in 2023/24.

If you're thinking about joining them, it's first important to weigh up the pros and cons to decide whether it would be the right option for you. Click the link below to read our latest guide.

https://www.kindwealth.com/guides/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

18/08/2026

A product transfer and a remortgage are not the same thing.

A remortgage means moving to a new lender, which could give you access to a wider range of deals.

A product transfer means staying with your current provider, which may be quicker and involve less paperwork.

Read our blog, linked below, to discover the pros and cons of each option.

https://www.kindwealth.com/product-transfer-v-remortgage-whats-the-difference/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

17/08/2026

In June, tech entrepreneur Elon Musk made headlines by becoming the first trillionaire when his company SpaceX was listed on the NASDAQ stock exchange.

Yet, the BBC reports that within two weeks, Musk lost his trillionaire status when technology stocks tumbled.

Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth.

Read our blog, linked below, to discover the important distinction between building personal wealth and building business value.

https://www.kindwealth.com/the-difference-between-building-wealth-and-building-business-value/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

13/08/2026

Do your employees lack pension confidence?

According to Employee Benefits, 39% of employees lack confidence when making pension decisions.

In addition, 42% said they would be more engaged with their pension if they had a better understanding of it, and 36% would like greater guidance when making decisions.

To discover the benefits of educating your employees about their pension and how to do so, click the link below.

https://www.kindwealth.com/how-business-owners-could-help-employees-build-pension-confidence/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

11/08/2026

How many financial goals do you want to achieve?

A common challenge people face is balancing your competing goals and understanding how to use your assets to work towards them.

Luckily, a financial plan can help. Read our blog, linked below, to discover how we can help you juggle different priorities.

https://www.kindwealth.com/balancing-your-goals-how-a-financial-plan-could-help-you-juggle-different-priorities/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 31/072026.

Address

Kind Wealth, Vinegar House, 39 Foregate Street
Worcester
WR11DJ

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441212330611

Website

https://www.kindwealth.com/contact

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