Buck Wealth Management

Independent Financial Adviser  Northgate Business Centre, Newark, Nottinghamshire, NG24 1EZ
First meeting at adviser's own cost
Expert, affordable independent financial advice that's tailored to you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Joshua Buck DipPFS EFA
Financial Planner

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

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

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.

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

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

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

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

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

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.

Where to find us

Northgate Business Centre, 38 Northgate, Newark, NG24 1EZ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 24th February 2020

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