Kinsbourne Wealth Management
Kinsbourne Wealth Management is a UK-based company that specializes in providing financial services to its clients. They are also known for their expertise in business brokering. With their office located in Harpenden, England, Kinsbourne Wealth Management is committed to providing top-notch financial solutions to their clients. Their team of experts is dedicated to helping individuals and businesses achieve their financial goals through personalized and tailored services.
Introduction to Kinsbourne Wealth Management
Kinsbourne Wealth Management is a financial services firm located in Harpenden, England. Established in 2011, the company was founded with the goal of providing expert financial advice and management to clients. What sets Kinsbourne apart from other companies in the industry is their dedication to personalized service and their team of experienced business brokers.Services & Products
Kinsbourne Wealth Management offers a range of financial services to their clients, including investment management, retirement planning, and wealth preservation strategies. Their team of knowledgeable business brokers work closely with clients to develop personalized plans that meet their unique financial needs. In addition, the company offers access to a wide range of investment products and vehicles.Location
Kinsbourne Wealth Management is located in Harpenden, a charming town in Hertfordshire, England. The area is home to a variety of businesses and shops, as well as several parks and green spaces. The town is easily accessible by public transportation, with the Harpenden train station just a short walk from the company's offices. Other nearby transportation options include the Luton Airport Parkway and the St Albans City railway station.Benefits
Clients who choose Kinsbourne Wealth Management can expect to receive personalized service and expert financial advice from a team of experienced business brokers. The company is committed to helping clients achieve their financial goals and offers a range of investment products and services to help them do so.Good to Know
One thing customers should be aware of when working with Kinsbourne Wealth Management is that the company takes a conservative approach to investing. While this may not be the right fit for everyone, it is an approach that has been successful for many of their clients.Reviews
Customers have consistently praised Kinsbourne Wealth Management for their personalized service and expert financial advice. Many clients have reported feeling confident in their financial future after working with the company, and appreciate the team's dedication to their clients' success.Amenities
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chair
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office space
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computer
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phone
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printer
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conference room
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wi-fi
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security system
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reception area
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business advice
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financial advice
FAQ
What is your experience in helping clients buy or sell businesses?
At Kinsbourne Wealth Management, we have years of experience in helping clients buy or sell businesses. Our team of experts has a deep understanding of the market and the processes involved in buying or selling a business. We have helped clients across various industries and have a proven track record of success.How do you determine the value of a business?
We use a combination of methods to determine the value of a business, including analyzing financial statements, assessing market trends and conditions, and conducting research on comparable businesses in the industry. Our team of experts has the knowledge and experience to accurately determine the value of a business and provide our clients with a fair and realistic valuation.Can you provide references or testimonials from previous clients?
Yes, we are happy to provide references and testimonials from previous clients upon request. We take pride in our work and have built strong relationships with our clients, many of whom are repeat customers. We are confident in the quality of our services and are happy to provide references to potential clients.What services do you offer beyond just facilitating the sale or purchase of a business?
In addition to facilitating the sale or purchase of a business, we offer a range of financial services to help our clients achieve their goals. These services include financial planning, investment management, and wealth management. We work closely with our clients to develop customized strategies that meet their unique needs and objectives.How do you ensure confidentiality throughout the buying or selling process?
We understand the importance of confidentiality in the buying or selling process and take great care to protect our clients' privacy. We use non-disclosure agreements and other legal safeguards to ensure that sensitive information is not shared with unauthorized parties. Our team of experts also has a strong reputation for discretion and professionalism, which helps to build trust and maintain confidentiality throughout the process.Reviews
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Sarah Avery
As young professionals and first time buyers, Geoff & George took the time to understand our situation and provided us with helpful and personalised advice which has helped us think about the next steps in our financial future. We would definitely recommend their services to other young professionals.
22-05-2023
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Matt Griggs
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.
29-04-2023
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Mark Waller
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 .
29-04-2023
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Paul kimber
I received great advice from Conor on the consolidation of my pension funds. I would have no hesitation in recommending Conor and Kinsbourne to anyone.
29-03-2023
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Gill Rumble
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.
29-03-2023
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Shayne Parfrey
A long-standing and trusted team. Would gladly recommend for honest advice
28-02-2023
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Mike Howells
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.
28-02-2023
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David Hammerson
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.
28-02-2023
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Kris Brearley
Highly recommended. Professional and efficient independent advice provided by George at Kinsbourne - thank you.
29-01-2023
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Gillian Woodward
Just had our annual review. Geoff is so knowledgeable and was able to answer all our questions plus more. Excellent financial advise was offered too. 5* service
29-01-2023
