Home - Financial advisers, investment, wealth management and pensions advice - Kinsbourne Wealth Management Ltd

Welcome to Kinsbourne Wealth Management Limited
Your journey to a brighter future starts here

Chartered Financial Planners and Financial Advisers specialising in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management. Our aim is to create solutions to help our clients truly understand their finances, enabling them to make better informed decisions and supporting them along their journey. To learn more about becoming a client or to arrange an initial one hour consultation at no cost please feel free to contact us.

Inheritance Tax planning in not regulated by the Financial Conduct Authority

LEARN MORE

WELCOME TO KINSBOURNE WEALTH MANAGEMENT LTD

Financial Planners and Advisers (and Tax Specialists) in Harpenden, Hertfordshire

The great joy of financial security is being free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. So it all starts with listening. We listen to your dreams, needs and hopes, and we formulate a plan which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Who we are and what we do

This is the start of our journey together - to prepare the Financial Life Plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Call us today on 01582 218 278, or complete our short enquiry form by clicking here and we'll be pleased to help you.

Financial Services

Our main financial services

Our vision is simple, we endeavour to put our clients at the very heart of all we do, and understand everyone’s financial situation is unique. That’s why we take the care and time to listen to your needs to ensure that any advice we offer is appropriate to their own particular circumstances and bespoke to you.

By working together, we produce a detailed Financial Life Plan tailored to help you meet your immediate, medium and long term goals which we review regularly to ensure you remain on course to an achievable and secure future.

We always look to build long-term relationships and understand that our clients place great trust in us when they choose us for their financial planning.

Geoff Buckland is a Chartered Financial Planner.

Being Chartered is widely accepted as the Gold standard qualification for professional financial planners/advisers and serves as a mark of trust with consumers, employers and business connection

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you
1About You	We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions	Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis	We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there	So now we know where you are and where you want to be.
5Implementation	It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates	If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Contact Us

your next product

Contact us for a free 1 hour consultation without obligation

Don't miss this opportunity!

Where we are

4 Kinsbourne Court, 96-100 Luton Road, Harpenden, Hertfordshire, AL5 3BL

Kinsbourne Wealth Management Ltd is registered in England and Wales under registration number: 12076729. Registered Office: 4 Kinsbourne Court, 96-100 Luton Road, Harpenden, Hertfordshire, AL5 3BL.

Kinsbourne Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under references 440703 & 440718.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 03/01/2024.

Give us a call on 01582 218 278 or drop us a message

Welcome to Kinsbourne Wealth Management Limited Your journey to a brighter future starts here