Our process begins with an initial Discovery Meeting. By the end of this meeting we will have understood your objectives and explained which Buckingham Gate service proposition will be of most benefit to you.
We will also explain the ways that we can add value to your financial life and provide an estimate of the fee you will pay for our services. Your fee will be calculated based on the complexity of your financial situation as well as the level of service you require. As such all fee quotations are bespoke.
Following our initial meeting we will write to you setting out in detail the scope of work which we have agreed to carry out, as well as the exact fee for our services. Only once we have your agreement, will we start any chargeable work on your behalf.
Client who choose to work with us will then be guided through a process of two or three further meetings as we piece together your Financial Life Plan and make our specific recommendations to help you achieve your goals.
Please get in touch to request your initial discovery meeting provided at our expense.
Our beliefs and values underpin the investment advice that we provide to our clients. It explains the way in which we look after your money – a responsibility we take extremely seriously. more…
There are many reasons why you might choose to appoint Buckingham Gate as your financial planning partner. Here are just a few.