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

Do you want to help fund your child or grandchild’s education?From school fees to university costs, planning ahead could...
13/10/2026

Do you want to help fund your child or grandchild’s education?

From school fees to university costs, planning ahead could give your loved ones more choice and confidence when important expenses arise.

Our guide explores the costs you may need to consider, why starting early can help, and how parents and grandparents could build a nest egg in a way that supports their wider financial plan.

Download your copy, linked below, to learn how you can best support your loved ones.

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

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Competition between lenders has led to mortgage rates falling at their fastest pace in nearly two years, according to th...
12/10/2026

Competition between lenders has led to mortgage rates falling at their fastest pace in nearly two years, according to the Telegraph.

The article suggests that the average two-year deal fell by 0.16 percentage points in July compared to the previous month, while five-year deals dropped by 0.11 percentage points.

Although mortgage rates remain higher than they were at the start of 2026, the recent fall could be welcome news for borrowers looking for a new deal.

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

https://www.kindwealth.com/mortgage-rates-are-falling-could-you-reduce-your-repayments/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Young first-time buyers are facing one of the most challenging periods since the financial crisis, according to the Guar...
08/10/2026

Young first-time buyers are facing one of the most challenging periods since the financial crisis, according to the Guardian.

This is partly due to higher borrowing costs, student loan repayments, and pressure on wages.

Thankfully, answering a few practical questions could help you understand what you can realistically afford and feel more confident about the decisions ahead.

To discover 6 questions worth asking yourself that could help you, as a first-time buyer, choose a mortgage, click the link below.

https://www.kindwealth.com/6-practical-questions-that-could-help-first-time-buyers-choose-a-mortgage/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

What are you planning to do after you exit your business?Entrepreneurs often find that their personal goals and finances...
06/10/2026

What are you planning to do after you exit your business?

Entrepreneurs often find that their personal goals and finances become entwined with those of the business.

So, once you exit the business, it might feel like starting over from scratch.

Making what comes next part of your exit strategy could make the transition easier and allow the business decisions you make to support your lifestyle goals.

Read our blog, linked below, to discover why selling your business isn't the finish line and how to prepare for what comes after.

https://www.kindwealth.com/business-owners-selling-your-business-isnt-the-finish-line/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

2 upcoming ISA changes you should be aware of:1. The Cash ISA limit will reduce to £12,000 for under-65s2. Interest earn...
05/10/2026

2 upcoming ISA changes you should be aware of:

1. The Cash ISA limit will reduce to £12,000 for under-65s
2. Interest earned on cash held in non-cash ISAs will be subject to 22% tax

Although ISAs remain a popular and tax-efficient way to save and invest, these changes could affect how you use your allowance from April 2027.

Read our blog, linked below, to find out how the changes could affect you.

https://www.kindwealth.com/2-upcoming-isa-changes-you-should-be-aware-of/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Scammers stole almost £1.3 billion in 2025, according to an article from the BBC.That's nearly eight cases of fraud repo...
01/10/2026

Scammers stole almost £1.3 billion in 2025, according to an article from the BBC.

That's nearly eight cases of fraud reported, on average, every minute.

Spotting a scam could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

See whether you'd recognise 7 signs of a potential scam in our latest blog, linked below.

https://www.kindwealth.com/why-spotting-a-financial-scam-could-be-harder-than-you-think/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Private school fees, university costs, accommodation, living expenses...Supporting a child or grandchild through educati...
29/09/2026

Private school fees, university costs, accommodation, living expenses...

Supporting a child or grandchild through education can involve many moving parts.

Starting early could give you more time to build a nest egg and explore whether cash savings, investments, or family gifting could support your goals.

Download our guide, linked below, to learn how education costs could fit into your wider financial plan.

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

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Mortgage rates are falling. Could you reduce your repayments?If you already have a mortgage deal in place, whether or no...
28/09/2026

Mortgage rates are falling. Could you reduce your repayments?

If you already have a mortgage deal in place, whether or not you'd benefit from lenders cutting their interest rate will depend on the type of mortgage you have and your circumstances.

To find out more about why mortgage rates are falling and whether it could affect you, click the link below.

https://www.kindwealth.com/mortgage-rates-are-falling-could-you-reduce-your-repayments/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

6 practical questions that could help first-time buyers choose a mortgage:1. "How much do I intend to borrow?"2. “What d...
24/09/2026

6 practical questions that could help first-time buyers choose a mortgage:

1. "How much do I intend to borrow?"
2. “What deposit do I have and how could this affect my loan-to-value ratio?”
3. “How long do I want the mortgage term to last?”
4. “Would I prefer an interest rate that is fixed or variable?”
5. “Would I pay a mortgage fee if it lowered the interest rate?”
6. “Do I intend to overpay my mortgage?”

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

https://www.kindwealth.com/6-practical-questions-that-could-help-first-time-buyers-choose-a-mortgage/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

Selling your business is often a goal you've been working towards for years.But viewing it as the finish line, rather th...
22/09/2026

Selling your business is often a goal you've been working towards for years.

But viewing it as the finish line, rather than the start of a new journey, could lead you to overlook steps that make the next chapter of your life more enjoyable.

To discover how you prepare for what comes after your exit from your business, click the link below.

https://www.kindwealth.com/business-owners-selling-your-business-isnt-the-finish-line/

Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 15/09/26

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

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