Testimonials

WHAT THEY SAY

See what people have written about us

Paul S.

We sre very happy with both the performance of our portfolio and the quality of the service we receive. Would happily recommend Kinsbourne Wealth Management to others

Rachel B.

My parents and I recently met with Geoff for some advice regarding inheritance tax planning. Geoff explained the tax position for the estate and a variety of options available for my parents, my brother and myself. He made what I've always believed to be a daunting and complicated area simple and explained all the details in a way that was easy to absorb and implement. It has by far been the most helpful appointment I've had this year, and I would wholeheartedly recommend Geoff to anyone looking for financial advice.

James BL.

I've worked with Geoff for many years and he has always taken great care to provide me, and my family, with well grounded and unbiased advice. He has guided us through several events in our lives giving us honest advice and without judgement. On more than one occasion he recommended that we didn't move policies or investments as they were already in a suitable location - even though this meant they wouldn't fall directly under his management. I'm sure I'm not in Geoff's higher net worth client list, but he has always been happy to have a conversation and point us in the right direction of how to develop our financial planning needs.
I think I can sum it up by noting that I would (and have) recommend that my own family speak to Geoff whenever they need advice.

John W.

We started using Geoff Buckland in 2014, his advice not only on finance but also on lifestyle has been invaluable to us. We have totally reshaped our lifestyle and are all the better for it both physically and mentally. On the finance side we have seen our investments grow at above average rates. Geoff has always been balanced in his advice particularly with some of our own investments where he could have switched them but he was honest enough to say leave them where they are as they are performing well. I highly recommend Geoff he’s also one of the nicest non judgemental people I have met. Looking forward to the next 20 years and the benefits Geoff’s advise will deliver.

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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.

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