How Kindred works

We offer an introductory meeting, free of charge and without obligation. This enables us to understand your objectives and assess where we might be able to provide advice. Just as importantly, it gives you the opportunity to meet us and decide if you want our advice.

Once we have identified and agreed your needs, we will work with you to put in place a financial plan. Changes to personal circumstances and movements in investment markets are inevitable and we encourage our clients to review their financial plans regularly with us so that necessary adjustments can be made.

We work with solicitors, accountants and other professional advisers to ensure that our clients receive an integrated, holistic approach to their financial planning.

Kindred financial services