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Buckingham Gate - Investment Planning Webinar
In this webinar, investment expert Matthew Smith will walk you through the current investment landscape and consider actions you should take to protect your portfolio and maximise your opportunities for gains in the future.

During these unusual times, many people are taking the opportunity to review their investment portfolios and organise their finances. Matthew will walk you through the 5 steps you should take now to protect your wealth.

Apr 29, 2021 10:00 AM in London

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Speakers

Matthew Smith MSc CFP MSCI FPFS IMC TEP
Managing Director | Chartered Financial Planner | Chartered Wealth Manager | Certified Financial Planner @Buckingham Gate Chartered Financial Planners
Matthew Smith is the Managing Director of Buckingham Gate Chartered Financial Planners, a Financial Planning practice with specialist expertise in estate planning, retirement planning and investment management. Matthew works with clients to reduce their Inheritance Tax liabilities, help them retire years early and make the most of their investment portfolios. Matthew holds a Masters (MSc) in Financial Planning, is a Chartered Financial Planner, Certified Financial Planner and Chartered Wealth Manager as well as being an affiliate member of STEP (The Society of Trust & Estate Practitioners). Matthew has presented to 1,000’s of people on Inheritance Tax planning at his monthly seminars and works with some of the country's wealthiest people on a day to day basis. Matthew has been featured in the The Times, The Telegraph, The Financial Times and has spoken on BBC Radio 5 Live.