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Why We’re Different

There are many reasons why you might choose to appoint Buckingham Gate as your financial planning partner. Here are just a few.

We demonstrate our value

Before we commence work for a client, we will always ensure that we can add significant value to their financial lives. This means that you can relax knowing you are getting exceptional value for money from your financial planning fee.

We take the time to listen to you

With our clients permission, we like to record our meetings. This means that we spend our time with you, actually spending time with you, rather than furiously typing into a laptop. We find we leave with a much grater understanding of you and your objectives, meaning we can provide high quality financial planning advice.

We let you judge our success

At the end of our first meeting, we always ask you how you will judge our success. This is important so that we can deliver the particular type of service that you are looking for. Some clients, for instance, want to simplify their financial life and regain some valuable time, others are more concerned with the investment returns that we can generate or the tax efficiency of their financial affairs. Whatever your priorities, we aim to tailor our services to deliver your desired outcome.

The latest technology when you want it, a real person when you don’t

At Buckingham Gate we have fully embraced the latest technology meaning that our clients are connected to their portfolio 24/7. With that in mind, we still believe that a personal relationship with your financial planner is the cornerstone of any successful financial strategy.

A fee structure giving us only one focus

We have developed a straightforward fee structure that means you will always know in advance exactly how much you will pay us for our services and expertise. The fee you pay is in no way influenced by any particular product purchase, leaving us free to provide outstanding financial planning advice.

Financial planning reports you actually want to read

At Buckingham Gate – We pride ourselves on producing beautiful, engaging financial planning reports giving you all of the information that you want to read and none of the information that you don’t. We refer to, and update this report at each subsequent meeting so that we can monitor your progress towards you goals.

Retirement & Estate Planning Seminar

Buckingham Gate Financial ServicesCome to our Retirement and Estate Planning seminar and to sample a collection of wine and cheese at the RAF Club in London. The event is free to attend, but places are limited. Click here to book now.

Our Core Values

Our core values and beliefs are fundamental to the way we do business. 1. We put you first. 2. We add value. 3. A relationship built on trust and transparency. 4. We keep things simple. more…

Reviews and Ratings for Financial adviser Matthew Smith, London