Buckingham Gate Chartered Financial Planners

In all my dealings with Matthew I found him to be thoroughly knowledgeable and professional. He takes time and care to ensure he fully understands my financial aims and objectives and then provides clear and appropriate advice. He acts with empathy and from personal experience is able to communicate effectively with clients of differing levels of financial awareness. Matthew uses suitable up to date tools and technology to enhance the service provided.Terms of engagement, service provided, documentation and fee structure are all explained very clearly. Transparency is the by-word. The team in the office provide excellent backup in a professional and friendly manner.I have no hesitation in recommending him to others.

I have had three full and very detailed meetings with Matthew at his offices in London. He takes his time and explains everything in full detail. I found him very knowledgeable and up to date with all matters relating to my situation, the law and the markets for investment. His research and time spent between our meetings regarding my policies and holdings was really impressive. His assessment of my personnel situation and constructive advice was excellent. His proposals to what I need to do regarding my legacies was very detailed.Matthew shows patience, clearly knows my aims, goals, my attitude to risk and clearly communicates the information regarding my situation.I have engaged him and his company to handle my portfolio.

I needed to transfer my occupational pension scheme. Matt collated all of the necessary information. He (and Kevin Herron) clearly explained the benefits of my existing scheme and clearly outlined the risks and rewards of completing the transfer. The quality of their documentation was first class!. I have completed the transfer and have achieved the outcome I was after. The quality of their service and communication exceeded expectations throughout the process. I would highly recommend these financial advisers.

I have had a number of financial advisors over the years, and have always been somewhat dissatisfied with their level of expertise and standard of advice. Matthew is the first one of my financial advisors that I feel extremely satisfied with. Matthew has been extremely patient and given a great deal of his time. His advice is well thought through, authoritative, and well explained. I feel comfortable with my and my wife's wealth management for the first time. I believe that the outcomes so far have been excellent. I cannot think of any way in which Matthew could have been more helpful.

I appointed Matthew for his effective advice in designing plans for my retirement income from various pension schemes, savings and investments. My financial situation, attitude to investment risk, aims and objectives had to be fully discussed and prioritized. Research needed to be carried out and appropriate options considered for suitable solutions and products to be recommended and explained to my understanding for me to make informed choices and decisions. He has been very approachable. His service, ably supported by his colleague, has been efficient, responsive and prompt in expediting the process of planning and implementation of my financial life plan. Our meetings have been very constructive with ongoing updates and reviews after completion of a comprehensive Report covering a financial plan, cash flow analysis and an investment portfolio which is also accessible online. He took care of all paperwork and administration on my behalf, interacting between providers and me in monitoring the scope of work and its progress. His professionalism in delivering advice and service has been excellent. I felt happy in believing he has suitable strategies that aim to generate the required level of benefits that would meet my financial goals in my retirement. Although I have no cost comparisons I feel his charges are value for money based on his excellent standards of professionalism in providing advice and service to me. I look forward to his help in my next priority to put in place a Will with a life interest trust along with a Property & Affairs and Health & Welfare lasting Power of Attorney.

I had a significant sized Pension, and I needed specialized advice on short, medium, and long term Retirement planning. He provided expert advice on the best solution for my particular circumstances, and kept me informed on the progress of the mutually agreed transfer until everything was completed. As it was a large sum of money that was being moved I was very nervous about this, but Matt put me at ease immediately and also kept me informed at every step of the way until the transfer was concluded with new provider. Quality of advice and professionalism was absolutely first class. I am extremely happy with the result together with the quality of ongoing service and advice being provided to me. Matt and Kevin have both been first class with their customer service, nothing requested has been too much trouble for them to do. They always respond(unlike many so called Financial Advisers) quickly to requests and follow up on promises very promptly. They came highly recommended to me from a business colleague, and I would have no hesitation in recommending them to anyone who wants the best quality financial advice. I can see the extra quality a Chartered Financial Planner can add.