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Buckingham Gate Chartered Financial Planners Reviews

Rated 5 based on 43 Reviews

25A Northumberland Ave, London WC2N 5AP

Financial Services | London

Published on
January 10, 2024
Last updated
August 13, 2024

Reviews Summary

Customer testimonials overwhelmingly evoke a strong sense of trust and satisfaction in the services provided by Buckingham Gate Chartered Financial Planners. Clients cite in-depth knowledge, thoroughness, and efficient communication as key attributes of Matthew Smith and his team. The clients appreciate concise explanations of complex financial subjects such as estate planning, tax liabilities, and investments. There is a notable trend of long-term relationships, indicating continuous client contentment and consistent service quality. Several reviews mention referrals to family and friends, underpinning the firm's good reputation. The personalized and professional service approach is also regularly emphasized. The lack of negative feedback suggests that the experiences detailed by the customers are largely positive, contributing to an overall commendable company reputation.
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What Customers Are Saying About Buckingham Gate Chartered Financial Planners?

impressed by Matthew’s expertise

more than happy with the advice

superb

very professional, knowledgeable

provided excellent advice

very impressed with Buckingham Gate services

professionally qualified

positive experience

proved invaluable

excellent advice

Trustguide uses AI to extract key phrases from reviews about Buckingham Gate Chartered Financial Planners and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 100% of Buckingham Gate Chartered Financial Planners's customers had a positive experience.

Positive
100%
Neutral
0%
Negative
0%

Buckingham Gate Chartered Financial Planners Ratings

5

As of Based on 43 revies as of Jan 10, 2024

Buckingham Gate Chartered Financial Planners Score

100%

As of Based on 43 revies as of Jan 10, 2024

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Customer Reviews

As of Aug 13, 2024, 43 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Buckingham Gate Chartered Financial Planners's publicly available reviews View source

Sunita Shier rated Buckingham Gate Chartered Financial Planners 5 stars
a year ago
Matthew Smith and his team at Buckingham Gate have provided advice to three generations of my family since 2015. We have been impressed by Matthew’s expertise and considered advice. He presents complicated technical information in an accessible format and is always happy to answer questions and provide a bespoke personal service. The Buckingham Gate team are personable and knowledgeable.
Paul Morgan rated Buckingham Gate Chartered Financial Planners 5 stars
a year ago
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.
Andy H rated Buckingham Gate Chartered Financial Planners 5 stars
a year ago
I first met Matthew a few years ago at one of the retirement seminars in London. It is so easy to procrastinate about writing a will, estate planning, power of attorney let alone finding a team you can trust with the sensible investment of your funds. There was nothing like a malignant melanoma to focus the mind and Matthew and the team have been superb. No stone was left unturned during the information gathering stage and the attention to detail meticulous. They make complex situations easy to understand, even the protection of your wealth in trusts. I have complete trust in the team and feel confident that my future wealth is in good hands. Matthew is always very responsive and on hand to answer any queries. Leaving your wealth in safe hands enables you to enjoy more free time having fun. I would have no hesitation in recommending the whole team at Buckingham Gate. So don’t procrastinate, start planning now.

Frequently Asked Questions About Buckingham Gate Chartered Financial Planners

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.

About Buckingham Gate Chartered Financial Planners

Financial Services
Buckingham Gate Chartered Financial Planners is an award winning, independent financial planning firm. Based in the heart of central London, our offices are on Northumberland Avenue, a 5 minute walk from Charing Cross Station. Our mission is to empower our clients and their families to enjoy their wealth and to help them achieve true financial peace of mind. With the most dedicated team in financial planning, we make this possible by creating simplicity out of complexity and acting as the guardian of our clients’ financial wellbeing.
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How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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