Kinsbourne Wealth Management Ltd - Harpenden

Address: Kinsbourne Court, 4, 96-100 Luton Rd, Harpenden AL5 3BL, United Kingdom.
Phone: 1582218278.
Website: kinsbournewealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Kinsbourne Wealth Management Ltd

☎️1582218278

⏰ Open Hours of Kinsbourne Wealth Management Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Kinsbourne Wealth Management Ltd, presented in a formal and approachable style, suitable for someone seeking financial advice:

Kinsbourne Wealth Management Ltd: A Trusted Financial Partner

For individuals and families seeking expert and personalized financial planning services, Kinsbourne Wealth Management Ltd stands as a highly regarded firm. Located in the picturesque town of Harpenden, Hertfordshire, Kinsbourne Wealth Management operates from its headquarters at Address: Kinsbourne Court, 4, 96-100 Luton Rd, Harpenden AL5 3BL, United Kingdom. They can be readily contacted at Phone: 1582218278. Prospective clients can also explore their offerings and services through their comprehensive website: Website: kinsbournewealth.com.

Core Services and Specializations

Kinsbourne Wealth Management specializes in providing comprehensive financial planning solutions. They work with clients across a broad range of circumstances, assisting them in achieving their short-term and long-term financial goals. Their approach centers on building strong, trusting relationships with their clients, prioritizing open communication and a deep understanding of each individual’s unique needs and aspirations. The firm offers a tailored service designed to address various aspects of financial management, including investment strategies, retirement planning, estate planning, and wealth preservation. They demonstrably possess the experience and knowledge required to navigate complex financial landscapes.

Location and Accessibility

The firm’s Harpenden location provides a convenient and professional setting for client consultations. Crucially, Kinsbourne Wealth Management is committed to accessibility and inclusivity. The facility features wheelchair accessible parking lot and wheelchair accessible restroom facilities, ensuring a comfortable experience for all visitors. Furthermore, online appointments are readily available, expanding access for clients who may benefit from remote consultations.

Client Feedback and Reputation

Kinsbourne Wealth Management has garnered a consistently positive reputation within the financial services industry. Currently, the company boasts 19 reviews on Google My Business, all of which reflect an impressive average rating of 5/5. This overwhelmingly positive feedback suggests a dedication to client satisfaction and a commitment to delivering exceptional service. The firm’s advisors are described as approachable, attentive, and possessing a wealth of experience – capable of offering insightful advice and guidance across a variety of financial scenarios.

Additional Points of Interest

Onsite Services: Clients benefit from a full range of services delivered within the comfortable and professional environment of their Harpenden office.

Concluding Recommendation

Based on its established reputation, dedicated team, and commitment to accessibility, Kinsbourne Wealth Management Ltd appears to be an excellent choice for individuals seeking reliable and expert financial planning assistance. We encourage anyone considering a change in their financial strategy or simply seeking professional guidance to visit their website at kinsbournewealth.com to schedule a consultation and discover how Kinsbourne Wealth Management can help them achieve their financial aspirations.

👍 Reviews of Kinsbourne Wealth Management Ltd

Kinsbourne Wealth Management Ltd - Harpenden

Mike S.

5/5

Geoff has been advising my wife and me for over seven years. He is very approachable; he listens and has the experience to offer and advise on different options. He has advised us well through the worldwide financial difficulties of the last three years.

I would recommend Kinsbourne Wealth Management to anyone seeking financial advice whether their funds are large or small.

Mike H.

5/5

We have been a client of Geoff's for a number of years, and when he decided to set up Kinsbourne Wealth Management, we had no hesitation in moving our business to remain with him. The Kinsbourne team offer a proactive service, with regular reviews, plus they are always available should we have any questions about our investment portfolio. Highly recommended.

Mark W.

5/5

Over the past few years Geoff has provided all the support, advice and services required, in planning and setting up for our retirement years. He is a warm and genuine individual, along with his team, and I would have no hesitation in recommending Kinsbourne Wealth Management to anybody seeking professional financial support .

James B.

5/5

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.

David H.

5/5

Our sincere thanks to Kinsbourne Wealth Management for the help and advice we received from Geoff Buckland.

We approached the concept of talking to a Financial Advisor with trepidation, fearing that we would be on the wrong end of a very hard sell. Nothing could have been further from the truth. Geoff gently explored not only our circumstances but also our individual attitudes and aspirations for the future which enabled him to tailor his advice precisely to our personal needs.

I feel that I have not only found a knowledgeable IFA but I have acquired a new friend. Thank you, Geoff.

John W.

5/5

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.

Gill R.

5/5

A very well run establishment with a friendly team who are always there to help. My personal experience fills me with confidence that they are always ensuring that the investments made are the ones that work best for me. I have no hesitation in recommending Kinsbourne Wealth Management.

Matt G.

5/5

I was lucky enough to have George as my financial advisor. Absolutely cracking team of people & so Knowledgeable. Not pushy or forcing at all. George was great, cannot recommend him highly enough. Super knowledgeable & really goes the extra mile. Thanks George, looking forward to my next visit.