Kinsbourne Wealth Management

Restricted - Whole of Market  7 Lovat Meadow Close, Buckinghamshire, Newport Pagnell, MK16 0HT
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Conor Devlin DipFA
Financial Planning Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
I found Conor to be very helpful in explaining (at my level of understanding) what my options are at the time I wish to retire. He was professional, friendly, timely and knowledgeable at a time when I needed advice. He has followed through with his advice and my pension transfer has gone smoothly with me having to do very little. I would recommend him to others.
Sarah J, Aberystwyth
I was approaching retirement and wanted advice on how best to manage my finances and savings. Conor Devlin was very professional, helpful and clear in his advice and in actioning his suggestions.
Neil F, Northampton
About us

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 £107.4 billion of investments on behalf of over 900,000 customers (as at 30th June 2020).

Our services

We provide personally tailored face-to-face financial advice in an open, honest and direct 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.

Where to find us
Head office address: 7 Lovat Meadow Close, Buckinghamshire, MK16 0HT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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