Kinsbourne Wealth Management

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.

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.

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 .

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.

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.

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.

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.

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.

Had a meeting with Geoff Buckland, found him to be professional/knowledgeable and friendly.After giving me clear advice helped me make an informed decision on pension and plan options.Looking forward to my retirement now.

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.