In line with our commitment to the wellbeing of our clients and the team, the Buckingham Gate office is now closed until further notice with all staff working remotely very effectively. All of our IT systems and business processes are operating as normal.
To our wonderful clients - We would like to ensure you that we are doing everything we can to maintain our usual service to you and during this time we will be doing all in our power to support, reassure and advise you and your families. We would encourage you to contact us as usual with anything that you need help with.
We welcome new enquiries – During these unusual times, many people are taking the opportunity to review and organise their finances and estate planning. Therefore, to support you in the best way possible, we will be hosting a Webinar Programme for which you can find details on our Seminar page. We are also delighted to announce that we are now able to take instructions for new wills and estate planning solutions digitally, removing any need for face-to-face meetings during this period of social distancing. Please feel welcome to contact us with any questions you might have, by calling 020 3478 2160 or by emailing [email protected]
Héloïse is the Client Manager at Buckingham Gate and a qualified Financial Planner. Whilst looking after a growing number of clients of her own, she is responsible for the implementation of the majority of investment and estate planning work. She is also at hand to answer any client queries and produces Suitability Reports for several cases.
Héloïse has worked at Buckingham Gate since 2016, having already worked in the industry and having previously completed a degree in French and Spanish at the University of Exeter; she is on track to achieve the Chartered Financial Planning status next year.
It is the unfailing enthusiasm and positivity within the team that is Héloïse’s favourite part about working at Buckingham Gate.
Outside of work Héloïse enjoys travelling, speaking in French and Spanish when the opportunity arises, being outdoors and enjoying good food!
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