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Toni-Michelle McCulloch

Head of Estate Planning

1. Your professional background
I have over 10 years’ experience within the wealth advisory industry working through various roles from administration, paraplanning and management roles, that have enabled me to gain vast knowledge and experience.

I am committed to providing an excellent standard of service to clients. I will always go that extra mile giving you peace of mind that things will run efficiently and promptly..

2. Specialist areas of interest and expertise
All my roles have been working with customers to provide excellent customer service, I particularly love making sure all the clients wants and needs are met. I specialise in Estate planning and my organisational skills.

3. Why did you join Buckingham Gate?
When I was looking to move my career forward within Estate planning I came across Buckingham Gate through a mutual contact. During my interview with Buckingham Gate I was really impressed and pleased with how in line we both were on a professional and integral level.

4. When not at work, you like to?
I like to spend time with my family and explore new places with my dog Ralph. 

5. An interesting fact about you?
My first job was in a sandwich factory making sandwiches to supply shops and jiffy vans

Toni’s Qualifications

  1. APMP Project Management 
  2. Advanced Excel
  3. Sage 50

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