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Sarah Seeley
funds under advice
£125m
Fee-earning advisers
3
NUMBER OF CLIENTS
300
Kind Wealth

Kind Wealth is a Midlands-based financial planning firm. The firm recently added mortgage permissions and is looking forward to growing both the mortgage and wealth departments over the remainder of 2021 and into 2022.

In 2020, Sarah Seeley and David Huntbatch bought into the firm to drive the growth of the business forward and take the pressure off the sole principal at the time. Since Seeley and Huntbatch completed their buy-in, they have focused on increasing brand awareness through both social media interaction and networking. Both strategies have yielded excellent results.

Kind Wealth is part of the Quilter Financial Planning network, which provides third-party due diligence of the investment strategies that it uses. This allows the team of financial advisers to concentrate on the financial plans they build for their clients, leaving the day-to-day investment decisions to the fund managers, with the rigorous oversight of the Quilter Financial Planning investment oversight committee.