At Buckingham Gate we follow a defined 6 step financial planning process.

Step 1
Discovery Meeting

The discovery meeting is all about you. We will take the time to listen to your personal, family and
business aspirations and uncover your specific financial planning objectives. We will ask some
thought provoking questions to get you to think about what’s really important to you, as well as
making sure we have fully understood your attitude to risk. Finally, we will explain the Buckingham
Gate service package we feel will be most suited to your needs, as well as the value we can add to
your financial situation. Please get in touch now to request your Discovery Meeting.

Step 2

Following your discovery meeting we will write to you setting out in detail the scope of the work
we have agreed to complete for you and the fee you will pay for our services. Only once you have
had time to reflect on your discovery meeting and have agreed to proceed, do we begin chargeable
work on your behalf.

Step 3
Defining Your Financial Strategy

Based on the information we have collected, we will begin preparing a comprehensive financial
plan. This will involve building a model to show you how your financial future will look both now
and following our recommendations. Part of this plan will look at the different options available to
you and the pros and cons of each. We will present this information to you in a beautiful, engaging
document that we will provide to you at the implementation meeting.

Step 4
Detailed Analysis & Recommendations

We will conduct a thorough analysis of all existing financial arrangements and show you how these
will fit into your new financial strategy. We will make concise recommendations to make sure that
you achieve your financial and lifestyle objectives.

Step 5

Once we have your agreement, we will put your plans into motion for you. We take care of all of the
administration and will provide a neatly laid out file with all of the relevant paperwork.

Step 6
Our On-going Relationship

Following the implementation of your plan we will need to make sure that you remain on track. We
will review your circumstances as often as necessary to ensure that you achieve your objectives as
well as providing thought provoking updates and commentary on all things financial throughout
the year.