About Us

Chartered Financial Planner and Adviser specialising in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management.

Our aim is to create solutions to help our clients truly understand their finances, enabling them to make better informed decisions and supporting them along their journey.

Our vision is simple, we endeavour to put our clients at the very heart of all we do, and understand everyone’s financial situation is unique. That’s why we take the care and time to listen to your needs to ensure that any advice we offer is appropriate to their own particular circumstances and bespoke to you.

By working together, we produce a detailed Financial Life Plan tailored to help you meet your immediate, medium and long term goals which we review regularly to ensure you remain on course to an achievable and secure future.

We always look to build long-term relationships and understand that our clients place great trust in us when they choose us for their financial planning.

We understand that costs and charges are important so offer a clear and open  “fair fee policy” based on a choice of services and payment methods.

To learn more about becoming a client or to arrange an initial one hour consultation at no cost please feel free to contact us.

 

 

Meet the Team

Our Advisers

Find out about our professional and experienced advisers - who they are, how they can help you and how you can contact them.

Geoff Buckland Managing Director & Chartered Financial Planner

Geoff Buckland is Chartered Financial Planner, Pension and Investment Specialist and rated in "Top 100 IFA's in UK" by Vouched For.

He has an excellent understanding of all aspects financial planning and you will find him approachable, knowledgeable and willing to help.

Over the years Geoff has developed a flair for helping individuals to identify their financial goals and explaining often complex solutions in ways that are easily understood, giving clients the confidence they need to help plan for a secure future.

“Having advised successful individuals for over 25 years, I have found the most important outcome for a client is to feel secure, enjoy life and not to run out of money.”

“I feel the key to creating the perfect Financial Life Plan is to really listen to clients, understand their needs, values and objectives, then review these goals regularly.”

Geoff lives in Harpenden and is married with one son, currently studying at University. When he is not in the office, Geoff enjoys spending time with his family and two dogs, and working in the garden. He is a keen golfer with a handicap of 16 and enjoys music, watching bands and plays guitar.

As an amateur photographer, Geoff combines travelling and capturing images for exhibitions and competitions. He has a lifetime passion for rugby having played, coached and refereed and Geoff is a Saracens supporter.

Conor Devlin Financial Planning Director

Conor has worked within financial services as a paraplanner and now as financial planner for over 13 years. This has provided him with significant knowledge to assist his clients meet their financial objectives and needs which they have found extremely invaluable.

He chose to join Kinsbourne Wealth Management in 2021 as he was impressed with their vision and aspirations and their strong ethos of Treating Customers Fairly. Views which matched his own.

He is fully qualified to give advice on pensions, investments, and protection, so he is able to look at a client’s whole financial picture. His focus is to assist clients with retirement planning, accumulation of wealth through various tax efficient wrappers and protecting their family and assets.

Clients of Conor find him trustworthy and welcoming and he is able to put them at ease as he creates a robust, achievable financial plan for them.

Away from the office, Conor likes to spend time with his wife and four children, who keep him very busy! He is a keen sports fan, in particular football, spending much of his time ferrying his children around to their various football matches.

 

George Cowley Financial Planner

George started his career in financial services in 2016 and has previously undertaken financial planning and paraplanning roles.

From a young age, George aspired to work in financial services and felt perfectly matched to financial planning as he enjoys interacting with people.

George aims to specialise in retirement planning and is heading towards Chartered status. Before joining our firm, he attained a Level 4 Diploma in Regulated Financial Planning and a Level 4 Certificate in Discretionary Investment Management.

George knew the culture at Kinsbourne Wealth Management would be a good fit for his next role and already values working with our firm's coveted Charted Financial Advisers. One of his roles as an Financial Conduct Authority Registered adviser is to assist clients and their families with intergeneration (or legacy) planning, specialising in early investors' cash flow planning.

Outside work, George has a keen interest in sports as a season ticket holder at Luton Football Club, playing five-a-side football, golf and watching Formula One. George lives locally in Dunstable, Bedfordshire, with his family.

 

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 & Quilter Mortgage Planning Limited. 09/01/2023

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