Six Step Process


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


step 1

(Meeting 1)

  • 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.

step 2

The Financial
Planning Meeting
(Meeting 2)

  • 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.

step 3

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.

step 4

Presentation of Your Financial Planning Recommendations
(Meeting 3)
  • 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.

step 5

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.

step 6

Our On-going Financial Planning Relationship
(Annual Meeting)
  • 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.