Buckingham Gate Chartered Financial Planners

At Buckingham Gate we are focused on providing a truly exceptional service as part of a long term partnership. We take the time to fully understand you, your family and your personal and business objectives in order to formulate a comprehensive financial plan to ensure your financial security. We are a firm of independent Chartered Financial Planners who pride ourselves on our ability to combine an old-fashioned, relationship-based approach with the latest technology, meaning that you receive an outstanding financial planning service. We believe that money is a means to an end and that it should be your lifestyle goals that drive any good financial plan. Only once those goals have been fully understood and articulated do we begin the process of defining your financial strategy and setting your plan in motion. Due to our straightforward fixed fee structure you will always know in advance the cost of our expertise and planning advice as well as the value we can add to your financial situation. We only offer independent financial planning advice from a fully qualified chartered financial planner. Our expertise is independent of any product recommendation and we always ensure that we can add value before commencing work for a client. We combine the latest technology with a highly personal, relationship based approach, meaning our clients receive a truly joined up financial planning service. We strive to provide an exceptional service to our clients, helping them to achieve their personal and business objectives. This is achieved by forging a long-term relationship with our clients and working with them to realise their ambitions. As a chartered financial planning firm we have committed to the highest standard of professional qualifications and adhere to the Personal Finance Society’s code of ethics. We also undertake a significant amount of continuing professional development to ensure that our knowledge is kept up to date. We are based in central London with our main offices in Buckingham Gate, just next to Buckingham Palace. We are happy to meet clients at our offices or at their home or place of work. We provide an initial discovery meeting at our expense, so please get in touch to arrange yours.

Address: 18 Buckingham Gate, London SW1E 6LB, United Kingdom

Phone: +44 20 3478 2160
FAX: +44 20 7681 3581