Testimonials

Bob & Mary

Bob and Mary were concerned about leaving their children with a difficult financial situation and difficult decisions to make when they are no longer here. Their aim was to make things a simple as possible for them and they feel they have achieved this through the work they have done with Buckingham Gate. At the end of the estate planning process, they felt hugely relieved and as if a weight had been lifted in knowing that everything is as tidy as it can be. They find comfort in knowing that Buckingham Gate will always be on hand to adapt their estate planning should things change in terms of new governments and rules. They suggest that common sense doesn’t cut it and that you need to seek professional advice as soon as you can so that you can relax. Mary and Bob describe Buckingham Gate as trustworthy, extremely patient (with all of their questions) and very professional. Bob & Mary didn’t have any doubts at all about working with Buckingham Gate.

Keith & Sally

Keith and Sally were seeking advice for inheritance tax. Their initial impression of Buckingham Gate was that it wasn’t too corporate, it was personal, and they enjoyed getting to know the staff. Sally says the main thing initially that attracted her to Buckingham Gate, was that there was no hard sale whatsoever. Keith and Sally have set up trusts for their sons with Buckingham Gate. What they appreciate the most out of the process, is that they feel they have safeguarded their assets for their family down the generations, which to them is the most important thing. Keith suggests that any planning for your loved ones future, should take place sooner rather than later and he advises people to act straight away.

David

David has been a client for 10 years now. What engaged David was the personal approach that made him feel comfortable from the get-go. David appreciates the holistic view that Buckingham Gate take of his overall position, not only his income, but his investments, trusts and taxes, too. He appreciates that Buckingham Gate put everything together in a way that is understandable and helpful. David has recommended Buckingham Gate to many of his friends who are now clients and says he only does this, as he is certain they will be happy with the service provided.

Robert and Christine's Story

After watching one of Buckingham Gate's webinar's on Inheritance Tax & Estate Planning, nearly 4 years ago now, Robert and Christine realised they seriously needed advice, having thought initally that the webinar ''would be a complete waste of my time'' as explained by Robert in this testimonial. Since becoming clients, they have been particularly impressed with how they have been looked after on such a personal level with Christine saying ‘‘Buckingham Gate has given me a huge sense of confidence and security for the future – I feel I am in safe hands’’

Tabrez's Story

Having interviewed several companies, Tabrez and his family chose Buckingham Gate to help them with their mother-in-law’s estate planning. The reason being, that they found Buckingham Gate to be the most astute, most direct and most helpful. In addition, they appreciated the experience Buckingham Gate have in dealing with clients of similar beliefs. Tabrez and his family came to Buckingham Gate 7 years ago, during a difficult time, and are grateful for the load that was taken off their minds. They are extremely pleased with how the relationship has gone.

Adam and Debbie's Story

In this video, one of Buckingham Gate's earliest clients explain how they cannot fault the service that they have received over the years. They explain how Buckingham Gate has always had their best interests at heart and that what they appreciate the most, is that someone is always at the other end of a phone call should they need them.

Adam says they felt a huge sense of relief once the trust was set-up because it meant they needn't worry anymore about what their kids might have to deal with one day.

Jem and Sue's Story

Sue talks about how Buckingham Gate helped her set up a trust to protect not only her mother's estate before she passed, but also her and her husbands estate for the benefit of their children. Jem and Sue have been impressed with the efficiency, smoothness and professionallism of the service they have received from Buckingham Gate over the last 11 years.

They said they would recommend Buckingham Gate to anyone with elderly parents or to anyone who is approaching retirement.