Buck Wealth Management

Independent Financial Adviser Green Park House, 15 Stratton Street, London, Greater London, W1J 8LQ

First meeting at adviser's own cost

Response rating

9.0/10

11th February 2019

Expert, affordable independent financial advice that's tailored to you.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Joshua Buck DipPFS EFA

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Where to find us

Green Park House, 15 Stratton Street, London, Greater London, W1J 8LQ

About us

We are an independent, financial planning and wealth management firm with offices in Mayfair and Newark-On-Trent.

We’ll help you understand where your pensions and investments are invested, how they are performing, the risks that they are exposed to, how much it is costing you and most importantly of all – what this means for your financial future.

Arrange a free, no obligation meeting with one of our experts today to see how we can help you to protect and grow your wealth.

Our services

In depth, straightforward Financial Planning advice for all types and sizes of wealth; provided by London's premier boutique Wealth Managers.

Compliance

Buck Wealth Management are only able to provide advice to UK residents.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Website

Compliance

Buck Wealth Management are only able to provide advice to UK residents.

Contact options

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