Buckingham Gate Chartered Financial Planners

Can definitely recommend this company, even though I am not a client, Jamie has treated me with a lot of respect and patience - answering all my questions and even adding on extra information that I didn't ask for.
Mar 20th, 2023

My wife and I had reduced financial outgoings when we moved from a large country house to a small flat in London. This meant we were able to be more flexible about disposing of income-earning assets in terms of potential inheritance tax. We still have reservations about actively parting with assets because we are uncertain about the national and international financial situation. But we have been more than happy with the advice and expeditious actions taken for us by Buckingham Gate in forming trusts which will protect our younger generations from IHT liabilities. Buckingham Gate have been good at being available for questions and keeping us informed.
Jan 14th, 2023

Matt and his team offer well-informed and refreshingly down to earth advice, with friendly and efficient focus on clients' individual needs. They are a delight to work with. I have found the market updates from Square Mile most helpful and very much appreciate Matt's personable approach. They continue to enable me and my family to keep our financial house in order. Highly recommend.
Nov 12th, 2022

Matthew Smith at Buckingham Gate is very professional, knowledgeable and efficient. He provides excellent financial planning advice on many topics, without trying to upsell or pressure you into high commission products, which is rare in my experience. His communication style is clear and helpful. I would highly recommend using him.
Nov 12th, 2022

Over the past 4 to 5 years i have had dealings with Buckingham Gate and Matthew Smith in particular. Together with his excellent team they helped me set up an Asset Preservation Trust for the benefit of my sons and subsequently advised my wife and I re updating our wills as well as setting up trusts benefitting our children by minimising potential inheritance tax liability. MS and his team proved invaluable and were very nice to deal with. I would certainly recommend BG and MS.
Nov 10th, 2022