Six Step Process
Buckingham Gate provide a truly bespoke lifestyle financial planning service, with the journey beginning with a detailed examination of your unique situation.
Our expert team create a personalised assessment to discuss what actions we recommend you need to consider. By working through a series of logical steps, we provide a lifestyle blueprint that will help you gain a better understanding of the options available. And by working together, we devise and implement a suitable financial plan to target your goals.
Buckingham Gate Chartered Financial Planners
6-Step Financial Planning Process
- The Discovery Meeting is all about you. We will take the time to really listen to your personal, family and business objectives.
- You’ll talk about the issues that you need help with.
- We will ask you some thought provoking questions to get you to consider what’s really important to you.
- You will get a feel for how we can help you and the service that your financial planner will provide.
- We will meet again to clarify some specific lifestyle objectives that you wish to focus on.
- We will show you a ‘road map’ of your financial future and some of the options and compromises available to you.
- We will collect all of the information we require to begin creating your comprehensive financial planning recommendations.
Creation of Your Financial Planning Recommendations
- We will analyse and research all of your existing policies and investments in detail.
- We will design a suitable investment portfolio to help you achieve your goals.
- We will create a comprehensive set of recommendations to help you achieve the future you dream of.
Presentation of Your Financial Planning Recommendations
- We will meet again to talk you through our financial planning recommendations.
- We will take the time to answer any questions you may have.
- With your agreement, we will complete the paperwork required to implement your financial planning recommendations.
Implementation of Your Financial Planning Recommendations
- We will take care of all of the work involved in implementing your financial planning recommendations.
- We will liaise with the recommended providers and establish your new investment portfolio.
- We will help you to implement any recommended tax or estate planning solutions.
- We will keep you updated throughout the process.
Our On-going Financial Planning Relationship
- We’ll talk about your progress towards your lifestyle objectives.
- We will update your financial life plan to take into account any tax or legislation changes.
- We will update your comprehensive lifestyle cash flow plan.
- You will be provided with an update on your portfolio and we will implement any changes that may be required.