Buckingham Gate Chartered Financial Planners

Independent Financial Adviser  Buckingham Gate Chartered Financial Planners, Greater London, London, SW1W 0BD
First meeting at adviser's own cost
Helping you to attain and keep the life you want to live, without fear of ever running out of money.
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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Traded endowment policies
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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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Healthcare
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Income protection insurance
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Life insurance
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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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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Matthew Smith MSc CFP Chartered MCSI FPFS IMC
Managing Director | Chartered Financial Planner | Certified Financial Planner | Chartered Wealth Manager

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

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

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 principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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 allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

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

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

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

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

Accreditations
Certified Financial Planner Chartered Financial Planner
Jamie Kyte
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
What our clients say
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.
Stephen, Suffolk
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.
David, London
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.
Paul, London
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.
James, Buckinghamshire
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.
Choong, London
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.
Mark, Lancashire
About us

We provide a high quality, fee based financial planning service to our clients, which helps them to achieve their financial goals and objectives and gives them greater clarity, confidence and peace of mind.

We believe that money is a means to an end and that it should be your lifestyle goals and objectives that drive any good financial plan. We take the time to fully understand you, your family and your objectives, before we begin the process of constructing your financial plan.

Our unique expertise centres around three areas - Retirement Planning, Estate Planning and Investment Management.

We work with a range of clients, however many of the people who we are best placed to serve will be senior employees in the public or private sector, business owners or retirees.

Buckingham Gate Chartered Financial Planners is an award winning Financial Planning Practice based in the heart of central London. Our team includes some of the most qualified and experienced professionals in financial planning today, who care passionately about our clients.

Our services

1. Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.

2. Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.

3. Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.

4. Helping you to see new possibilities and options.

5. Simplifying the complexity of the financial world.

Where to find us
Head office address: Buckingham Gate Chartered Financial Planners, 9-11 Grosvenor Gardens, Greater London, London, SW1W 0BD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020

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