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Financial Consultants

Kind Wealth Ltd

Kind Wealth Ltd is a financial consulting company based in the United Kingdom. They offer a range of financial services to their clients, including investment advice, retirement planning, and wealth management. With a team of experienced professionals, Kind Wealth Ltd is dedicated to helping their clients achieve their financial goals and secure their financial future.

Introduction to Kind Wealth Ltd

Kind Wealth Ltd is a financial services company based in Oldbury, England. The company was founded with the purpose of providing personalized financial solutions to clients, taking into account their unique circumstances and goals. What makes Kind Wealth Ltd unique is their approach to financial planning, which focuses on building long-term relationships with clients and providing ongoing support.

Services & products

Kind Wealth Ltd offers a range of financial services, including investment planning, retirement planning, and tax planning. They also provide advice on insurance and estate planning. Clients can work with a financial consultant to create a personalized financial plan that meets their specific needs and goals.

Location

Kind Wealth Ltd is located in Swallowfield Courtyard, which is a business park in Oldbury. The area is home to a variety of businesses, including offices, warehouses, and manufacturing facilities. There are also several restaurants and cafes in the area, making it a convenient location for business meetings. The closest public transportation options are the Oldbury Bus Station (0.5 miles), Langley Green Railway Station (1.1 miles), and Sandwell and Dudley Railway Station (1.3 miles).

Benefits

Customers should choose Kind Wealth Ltd because of their commitment to providing personalized financial solutions. The company takes a holistic approach to financial planning, taking into account each client's unique circumstances and goals. They also provide ongoing support to help clients stay on track and adjust their financial plan as needed.

Good to know

Customers should be aware that Kind Wealth Ltd charges fees for their services, which are based on the complexity of the financial plan and the amount of assets managed. However, the company is transparent about their fees and provides a clear breakdown of costs upfront.

Reviews

Customers have praised Kind Wealth Ltd for their personalized approach to financial planning and their knowledgeable and friendly staff. Clients appreciate the ongoing support provided by the company and the peace of mind that comes with having a comprehensive financial plan in place.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

At Kind Wealth Ltd, we offer a wide range of financial services such as investment planning, retirement planning, tax planning, estate planning, and wealth management. We work with our clients to create personalized financial plans that align with their goals and help them achieve financial success.

What experience do your financial consultants have?

Our financial consultants at Kind Wealth Ltd are highly experienced and knowledgeable in the field of finance. They have years of experience in providing financial advice to clients and have helped many individuals and families achieve their financial goals. Our team consists of certified financial planners, investment analysts, and wealth managers who have a deep understanding of the financial markets and can provide expert advice to our clients.

How do you charge for your services?

We charge for our services based on a fee-only structure. This means that we charge a transparent fee for our services without any hidden fees or commissions. Our clients know exactly what they are paying for and can trust that our advice is always in their best interest.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We take pride in our work and are happy to share our success stories with potential clients. Our clients' confidentiality is of utmost importance to us, and we always ask for their permission before sharing their information.

How will you tailor your services to meet my specific financial goals and needs?

At Kind Wealth Ltd, we understand that every client is unique, and therefore, we tailor our services to meet their specific financial goals and needs. We work closely with our clients to understand their current financial situation, their long-term goals, and their risk tolerance. Based on this information, we create a personalized financial plan that is designed to help our clients achieve their financial objectives. We also provide ongoing support and guidance to ensure that our clients stay on track towards their financial goals.