Can Buckingham Gate Chartered Financial Planners assist with complex estate planning and minimize inheritance tax?
Yes, many clients have affirmed that the team, led by Matthew Smith, specializes in estate planning and provides effective strategies to minimize inheritance tax liabilities.
Do Buckingham Gate financial advisors engage in high-pressure sales tactics?
Client feedback consistently indicates that Buckingham Gate advisors, particularly Matthew Smith, offer advice and planning services without resorting to upselling or pressure-filled tactics.
How does Buckingham Gate handle the communication and updating of financial plans?
Reviews suggest that Buckingham Gate maintains open lines of communication, responding to queries expeditiously and offering annual reviews to ensure that clients' financial plans stay up-to-date with legal and financial requirements.