Buckingham Gate Chartered Financial Planners
Buckingham Gate Chartered Financial Planners is a financial institution based in London, England. They offer a range of financial services including meeting planning, mortgage brokering, tax consulting, and tax preparation. Their team of financial planners are dedicated to helping clients achieve their financial goals. In addition to their financial services, Buckingham Gate also offers culture, entertainment, and event planning services.
Introduction to Buckingham Gate Chartered Financial Planners
Buckingham Gate Chartered Financial Planners is a financial institution based in London, England. The company was established with a mission to provide exceptional financial planning services to individuals and businesses. With years of experience in the industry, the team at Buckingham Gate is well equipped to provide tailored financial solutions that meet the unique needs of their clients. What sets this company apart from others in the industry is their commitment to providing excellent customer service and building long-term relationships with their clients.Services & products
Buckingham Gate Chartered Financial Planners offers a range of financial services including meeting planning services, mortgage brokering, tax consulting, and tax preparation services. They also offer financial planning services for individuals and businesses, helping them to create a comprehensive financial plan that aligns with their goals and aspirations.Location
Buckingham Gate Chartered Financial Planners is located in the heart of London, in an area that is bustling with culture, entertainment, and events. The area is home to a variety of businesses, from small independent shops to large multinational corporations. The nearest public transportation options are Charing Cross Station (0.2 miles), Embankment Station (0.2 miles), and Leicester Square Station (0.3 miles).Benefits
Customers should choose Buckingham Gate Chartered Financial Planners because of their commitment to providing exceptional customer service and building long-term relationships with their clients. The team at Buckingham Gate is highly experienced and qualified, and they work closely with their clients to develop tailored financial solutions that meet their unique needs. They are also committed to keeping their clients informed about the latest developments in the financial world, and they provide ongoing support to ensure that their clients' financial plans remain relevant and effective.Good to know
Customers should be aware that Buckingham Gate Chartered Financial Planners is a highly reputable financial institution with a proven track record of success. They are committed to providing transparent and ethical financial advice, and they adhere to the highest standards of professionalism at all times.Reviews
Customers have praised Buckingham Gate Chartered Financial Planners for their exceptional customer service, attention to detail, and expertise in the financial planning industry. They are highly recommended by their clients, who appreciate their commitment to providing tailored financial solutions that meet their unique needs.FAQ
What types of mortgages do you offer?
We offer a range of mortgage options, including fixed-rate mortgages, adjustable-rate mortgages, and interest-only mortgages. Our team of mortgage brokers can help you find the best option for your specific needs and financial situation.How do you ensure the accuracy of the tax return before submission?
Our tax consultants have extensive experience and training in preparing accurate tax returns. We use advanced software and technology to double-check all calculations and ensure that all necessary forms and documents are included before submitting the return. We also offer an additional review process to catch any errors or discrepancies.What is your fee structure for tax preparation services? What types of financial services do you offer?
Our fee structure for tax preparation services varies depending on the complexity of the return and the services required. We offer a range of financial services, including retirement planning, investment management, estate planning, and insurance advice. Our team of financial planners can help you create a comprehensive financial plan tailored to your goals and needs.What is your process for handling any unexpected issues or emergencies that may arise during the event?
We have a dedicated team of meeting planning professionals who are experienced in handling unexpected issues and emergencies that may arise during an event. We have contingency plans in place to address any situation, and we work closely with our clients to ensure that any issues are resolved quickly and effectively. We pride ourselves on providing exceptional customer service and support throughout the event planning process.Reviews
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Konrad Crous
Can definitely recommend this company, even though I am not a client, Jamie has treated me with a lot of respect and patience - answering all my questions and even adding on extra information that I didn't ask for.
17-03-2023
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Paul Morgan
My wife and I had reduced financial outgoings when we moved from a large country house to a small flat in London. This meant we were able to be more flexible about disposing of income-earning assets in terms of potential inheritance tax. We still have reservations about actively parting with assets because we are uncertain about the national and international financial situation. But we have been more than happy with the advice and expeditious actions taken for us by Buckingham Gate in forming trusts which will protect our younger generations from IHT liabilities. Buckingham Gate have been good at being available for questions and keeping us informed.
17-01-2023
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Sunita Shier
Matthew Smith and his team at Buckingham Gate have provided advice to three generations of my family since 2015. We have been impressed by Matthew’s expertise and considered advice. He presents complicated technical information in an accessible format and is always happy to answer questions and provide a bespoke personal service. The Buckingham Gate team are personable and knowledgeable.
17-12-2022
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JOSEPH NASPE
Over the past 4 to 5 years i have had dealings with Buckingham Gate and Matthew Smith in particular. Together with his excellent team they helped me set up an Asset Preservation Trust for the benefit of my sons and subsequently advised my wife and I re updating our wills as well as setting up trusts benefitting our children by minimising potential inheritance tax liability. MS and his team proved invaluable and were very nice to deal with. I would certainly recommend BG and MS.
17-12-2022
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Vanessa Garrett
Matt and his team offer well-informed and refreshingly down to earth advice, with friendly and efficient focus on clients' individual needs. They are a delight to work with. I have found the market updates from Square Mile most helpful and very much appreciate Matt's personable approach. They continue to enable me and my family to keep our financial house in order. Highly recommend.
17-12-2022
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Hedyeh Alwani
Matthew Smith at Buckingham Gate is very professional, knowledgeable and efficient. He provides excellent financial planning advice on many topics, without trying to upsell or pressure you into high commission products, which is rare in my experience. His communication style is clear and helpful. I would highly recommend using him.
17-12-2022
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Carol Kennedy Filer
We have had excellent advice from Matthew and team, all progressed in a clear plan on pensions, investments, IHT, etc. Very timely replies to all queries and useful annual reviews taking into account the latest legal and financial requirements. Over the years we've worked with many advisors, but Buckingham Gate has been the best for us, by far.
17-09-2022
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Paul Bennett
I have worked with Matthew at Buckingham Gate over a number of years to consolidate my pensions and plan my finances. His help and advice has been instrumental in helping me retire early. I wouldn't hesitate to recommend him
17-06-2022
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Andy H
I first met Matthew a few years ago at one of the retirement seminars in London. It is so easy to procrastinate about writing a will, estate planning, power of attorney let alone finding a team you can trust with the sensible investment of your funds. There was nothing like a malignant melanoma to focus the mind and Matthew and the team have been superb. No stone was left unturned during the information gathering stage and the attention to detail meticulous. They make complex situations easy to understand, even the protection of your wealth in trusts. I have complete trust in the team and feel confident that my future wealth is in good hands. Matthew is always very responsive and on hand to answer any queries. Leaving your wealth in safe hands enables you to enjoy more free time having fun. I would have no hesitation in recommending the whole team at Buckingham Gate. So don’t procrastinate, start planning now.
17-06-2022
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Chris Toone
I had a productive and informative initial meeting with Peter Ditchburn to explore investment diversification options. Peter was professional, knowledgeable and helpful. He helped me to understand the various different options which he thought may be suitable for my purposes. I was impressed by Peter's creative problem solving and client-focused approach.
17-06-2022
