Buckingham Gate Chartered Financial Planners
Matthew Smith
London

This year Buckingham Gate invested heavily in staff training and development, but not in the ways you might expect. As well as the core professional qualifications, the firm has spent money on training its staff in areas such as vulnerable clients, networking and social media marketing, with one adviser learning how to use TikTok to engage with clients.

The firm continues to bring new talent into the profession through its graduate programme, offering support with soft skills training in addition to traditional exam help.

Buckingham Gate makes full use of videos on its website, with client testimonial videos and marketing for regular webinars and seminars. These well-attended sessions are hosted by managing director Matthew Smith and are open to all. They are designed to provide insights that attendees can apply to their own situations after the event.