Matthew Smith
Managing Director / Partner
When you speak to Matthew about Estate Planning, his passion and enthusiasm are obvious. Having started life as a personal banker, Matthew soon discovered the calling to financial planning and has never looked back.
Matthew believes that Estate Planning has the power to not only transform the finances, but also the lives of clients and their families. A belief backed up by a long list of clients who he has helped over the years.
An avid studier, Matthew has an enviable list of qualifications in the financial planning sector earned over nearly a decade. He has completed a masters programme in Financial Planning & Business Management at Manchester Metropolitan University, while also studying for the Certified Financial Planner certification.
Matthew is a Fellow of the Personal Finance Society (PFS), a Fellow of the Chartered Institute of Securities and Investment (CISI), a Top of the Table member of the Million Dollar Round Table (MDRT) and a Trust and Estate Practitioner (TEP).
Prior to co-founding Buckingham Gate, Matthew held positions at Wesleyan and Lloyds bank.
When not in work, Matthew takes a keen interest in personal development, enjoys ‘extreme fitness challenges’, Formula One and photography.
Matt’s Qualifications
Personal Finance Society (PFS)
- FPFS – Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning comprising:
AF1 – Personal Tax & Trust Planning
AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process - Diploma In Regulated Financial Planning
- Diploma In Financial Planning
- J10 – Discretionary Investment Management
Chartered Institute of Securities & Investments (CISI)
- Chartered Wealth Manager ·
- Certified Financial Planner
Society Of Trust & Estate Practitioners (STEP)
- TEP – Trust & Estate Practitioner
IFS School of Finance
- DipFA – Diploma for Financial Advisers
- Adv CeMAP – Advanced Certificate in Mortgage Advice and Practice
- CeMAP – Certificate in Mortgage Advice and Practice
- CeRER – Certificate in Regulated Equity Release
- CeLTCI – Certificate in Long Term Care Insurance
- CeRCH – Certificate in Regulated Complaints Handling
- CeRCC – Certificate in Regulated Customer Care
- CeFA – Certificate for Financial Advisers
CFA UK Institute
IMC – Investment Management Certificate
Manchester Metropolitan University
MSc with Distinction - Financial Planning & Business Management
