About Kinsbourne Wealth Management

We provide personally tailored face-to-face financial advice in an open, honest fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding.
We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.At Kinsbourne Wealth Management, we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.We are part of the Quilter Financial Planning network who are wholly owned by Quilter plc, a leading provider of financial advice, investments, and wealth management both in the UK and internationally. They manage £101.9 billion of investments on behalf of over 900,000 customers (as at 31st March 2023).
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection

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