Our 6 Step Process
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 define some 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 – Reflection
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 – Implementation
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.
At Buckingham Gate we have done things differently from the start. We only offer independent financial planning advice from a fully qualified chartered financial planner. We charge a fixed fee for our time and expertise. more…
Review three different case studies illustrating how the different service packages we provide meet the needs of our clients. They may also give you ideas on how to improve your own financial situation.more…