Featured review

As of Jan 10, 2024, 43 customers have reviewed this business and rated it 5 Star out of 5. The following report provides an in-depth analysis of customer reviews collected.

Link to verified review

Buckingham Gate Chartered Financial Planners's customer reviews analysis

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.

Positive Feedback

Clients repeatedly praise Buckingham Gate for providing deeply knowledgeable advice across multiple generations of families. The reviews highlight personalized services tailored to individual needs, especially regarding estate planning and tax considerations. The expertise of Matthew Smith and his team in breaking down complex technical information into accessible discussions stands out, fostering clear understanding and informed decision-making among clients. Responsiveness to inquiries and the meticulous attention to detail resonate through the feedback. The proactive attitude in managing wealth, creating trusts, and consolidating pensions has led clients to experience significant growth in their investments and, evidently, the certainty of a secure financial future. The firm's dedication to avoiding high-pressure sales tactics and upselling has not gone unnoticed, adding to a positive client advisory experience.

Concerns and Threads

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.

Recent customer reviews and testimonials for Buckingham Gate Chartered Financial Planners

Sunita Shier

5-Star

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

5-Star

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

5-Star

2 years 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.

Read all reviews

Buckingham Gate Chartered Financial Planners Reviews Summary

Trustguide Rating

What do customers say about Buckingham Gate Chartered Financial Planners?

Own this business?

Featured review

Buckingham Gate Chartered Financial Planners's customer reviews analysis

Positive Feedback

Concerns and Threads

Frequently asked questions about Buckingham Gate Chartered Financial Planners

Can Buckingham Gate Chartered Financial Planners assist with complex estate planning and minimize inheritance tax?

Do Buckingham Gate financial advisors engage in high-pressure sales tactics?

How does Buckingham Gate handle the communication and updating of financial plans?

Recent customer reviews and testimonials for Buckingham Gate Chartered Financial Planners

Satisfaction Score

Overall Rating

About Buckingham Gate Chartered Financial Planners