What makes us different

We build beautiful, well thought through Financial Plans to help you achieve your financial and life goals. Having a Financial Plan puts you in a position of confidence when making decisions about your desired future lifestyle. As the novelist, John Irving once said ‘If you are lucky enough to find a way of life you love, you have to find the courage to live it’. We feel we help our clients find that courage.

A very personal service

As the third generation of Buckles to enter the financial world Peter and his team will create a Financial Plan with you which fully reflects your desires and goals and will help you review progress, normally on an annual basis. We will assume you will live to your 100th birthday and work with you to cover your financial plans up to this age. To help you understand how long your money may last, we use a graphic cash flow and for those that have the desire to dive into the numbers, we can break each year down for detailed analysis. As part of the Buckle & Partners client community, you will benefit from a team that cares about you who love to solve your problems.

But don’t take our word for it – look at some of our clients’ testimonials.

St. James’s Place Wealth Management

As a Senior Partner Practice of St. James’s Place Wealth Management, we offer face-to-face advice whilst having access to St. James’s Place Wealth Management’s distinctive investment approach, and the backing and reassurance of investing with a FTSE 100 company.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

CISI Accredited Financial Planning Firm

Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide, Buckle & Partners is 1 of only 73 Accredited firms in the UK.*

*Source: CISI October 2018