Buckingham Gate Chartered Financial Planners

Independent Financial Adviser Buckingham Gate Chartered Financial Planners, 9-11 Grosvenor Gardens, Greater London, London, SW1W 0BD
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
15th October 2018
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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Equity release
    • Home reversion
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Matthew Smith MSc CFP Chartered MCSI FPFS IMC
Managing Director | Chartered Financial Planner | Certified Financial Planner | Chartered Wealth Manager
Accreditations
Chartered Financial Planner Certified 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
Where to find us

Buckingham Gate Chartered Financial Planners, 9-11 Grosvenor Gardens, Greater London, London, SW1W 0BD

Contact us
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.

Advice methods
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Buckingham Gate Chartered Financial Planners is a trading style of Buckingham Gate Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register. FCA Number: 630307

The FCA does not regulate estate planning, tax planning, will writing, trust advice or buy to let mortgages.

This information is intended for individuals aged 18 and above who are resident in the United Kingdom. Any information contained in this site is based on our understanding of UK law but is not intended to constitute advice. Always seek independent advice based on your own personal circumstances.

Registered Office: 6th Floor, 60 Gracechurch Street, London EC3V 0HR. Tel: . Registered in England and Wales. Company Reg No. 8738804.

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