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, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Kinsbourne Wealth Management Ltd

Kinsbourne Wealth Management Ltd Kinsbourne Court, 4, 96-100 Luton Rd, Harpenden AL5 3BL, United Kingdom

⏰ 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

Kinsbourne Wealth Management Ltd

Kinsbourne Wealth Management Ltd es una empresa de asesoramiento financiero con sede en Harpenden, Reino Unido. La empresa ofrece servicios de planificación financiera personalizada a individuos y familias.

Con una dirección de Address: Kinsbourne Court, 4, 96-100 Luton Rd, Harpenden AL5 3BL, United Kingdom, la empresa está ubicada en el corazón de Harpenden, a poca distancia del centro de la ciudad.

Para contactar a Kinsbourne Wealth Management Ltd, puede llamar al teléfono 1582218278 o visitar su sitio web en kinsbournewealth.com.

Especialidades

Financial planner es una de las especialidades principales de Kinsbourne Wealth Management Ltd. Los expertos de la empresa ofrecen asesoramiento personalizado en planificación financiera, inversiones y gestión de patrimonio.

Otras características

Algunas de las características que destacan Kinsbourne Wealth Management Ltd son:

  • Apuntamientos en línea
  • Servicios en sitio
  • Parking para personas con discapacidad
  • Toiletas accesibles para personas con discapacidad

Opiniones

Según las opiniones de los clientes, Kinsbourne Wealth Management Ltd es una empresa confiable y profesional. La empresa ha recibido 19 opiniones positivas en Google My Business, con una media de 5/5 estrellas.

Una de las opiniones destacó la experiencia y la accesibilidad del asesor financiero Geoff, quien ha trabajado con la familia del cliente durante más de siete años. El cliente recomendó a Kinsbourne Wealth Management Ltd a cualquier persona que busque asesoramiento financiero, independientemente del tamaño de sus fondos.

👍 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.

Kinsbourne Wealth Management Ltd - Harpenden
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.

Kinsbourne Wealth Management Ltd - Harpenden
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 .

Kinsbourne Wealth Management Ltd - Harpenden
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.

Kinsbourne Wealth Management Ltd - Harpenden
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.

Kinsbourne Wealth Management Ltd - Harpenden
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.

Kinsbourne Wealth Management Ltd - Harpenden
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.

Kinsbourne Wealth Management Ltd - Harpenden
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.

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