Your Complimentary Financial Consultation

Support from an expert financial adviser to help you make confident decisions about your money and your future.
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Kind Wealth Limited profile

Your financial advice partner

Through your employee benefits platform, powered by Pluxee, you have access to a complimentary initial consultation with a Kind Wealth financial adviser.

This is a relaxed, no-obligation conversation focused on you. We’ll explore where you are today, what you’d like your future to look like, and how financial advice could help you move forward with clarity and confidence.

Why choose financial advice through your benefits platform?

Expertise you can rely on

Our advisers are experienced in helping individuals make the most of their money – whether you’re building for the future, planning for retirement, or wanting to feel more in control of your finances.

Guidance tailored to your goals

We take time to understand what matters most to you. If you choose to continue beyond the initial consultation, your adviser will create a personalised financial plan to help you achieve your goals.

Support without pressure

Your consultation is complimentary and completely without obligation. You remain in control of how you move forward, and only proceed if it feels right for you.

How it works

1

Book your free initial consultation

Complete our quick form or call us directly on 01905 701270.

2

We match you with an adviser

We’ll pair you with an adviser suited to your needs and goals.

3

Meet your adviser

Have your complimentary consultation at a time that works for you.

Complete the form

During busy periods, if we’re unable to offer an appointment within a suitable timeframe, we may introduce you to our trusted partner, Quilter Financial Advisers, so you still receive timely support. Your consultation will remain complimentary and without obligation, just as it would be with a Kind Wealth adviser.

What others say...

Review of David Huntbatch

What were the circumstances that caused you to initially look for an adviser?
Retirement, a very good trusted friend of mine recommended David regarding my pension.

How has David Huntbatch helped you?
He helped with my works pension, his professionalism goes above and beyond, explaining every detail, he made me feel extremely comfortable as he explained every detail.

Have you seen the outcome you were hoping for?
Yes David's meticulous attention to detail gave me the result I hoped for.

What could they have done better?
Absolutely nothing.

Review of David Huntbatch

What were the circumstances that caused you to initially look for an adviser?
Early retirement plan.

How has David Huntbatch helped you?
David gave me clear indication on my pension pot along with continuous reviews regarding my goal.

Have you seen the outcome you were hoping for?
100% given feedback at every review so I can understand how things are progressing.

What could they have done better?
NOTHING absolutely satisfied with Savid, Samantha and the team always available if I need advice on anything.

Review of David Huntbatch

What were the circumstances that caused you to initially look for an adviser?
Transferring pension.

How has David Huntbatch helped you?
Being so professional in making my pension grow for the future.

Have you seen the outcome you were hoping for?
Absolutely.

What could they have done better?
I am more than happy with what they have done.

Review of David Huntbatch

What were the circumstances that caused you to initially look for an adviser?
I was looking to take early retirement and was exploring the options of transferring my pension pot in order to avoid penalties that would be applied to my JLR pension in doing so.

How has David Huntbatch helped you?
David provided valuable advice, providing a detailed outline of the options available to me to enable taking early retirement. The focus was specially on my and my family needs, both initially upon retiring and also our long-term family needs and requirements, moving forward.

Have you seen the outcome you were hoping for?
Absolutely, I have a fixed annuity in place that helps fund a regular monthly income in my retirement.

What could they have done better?
I can't think of anything that would need to done better. I had regular meetings, loads of queries when reviewing my options. I feel that the process was extremely thorough with great clarity. I was able to make an informed decision that was right for me.

Review of David Huntbatch

What were the circumstances that caused you to initially look for an adviser?
Was retiring and needed advice on pension drawdown.

How has David Huntbatch helped you?
Gave clear and honest advice with no pressure and time to make the decision which was right for me.

Have you seen the outcome you were hoping for?
Yes considering the pressure on the financial markets recently they have done very well.

What could they have done better?
Don't think they could have done any more.

Ready to take the next step?

If you’d like to take the next step and explore this further, you can book a complimentary, no-obligation consultation.

Book my consultation
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