Strategic Financial Planning,
Structured Around You
At Buckley Financial Services Limited, we provide independent financial advice designed to support long-term clarity, structure and confidence — through two distinct service models, each designed around different planning needs.
Two Service Models. One Commitment to Excellence.
We recognise that clients differ not only in wealth, but in complexity, decision frequency and desired level of involvement.
Traditional Ongoing Advice
A structured, percentage-based advisory relationship suited to clients who want professional oversight, planning clarity and reliable long-term support.
- A clearly defined financial plan aligned to your goals
- Professional oversight of your investments
- Annual review process to keep your plan on track
- Ongoing access to advice as your circumstances change
Premier Service
For individuals, families and business owners whose financial affairs are more complex or interconnected — requiring broader coordination and deeper adviser involvement.
- More frequent strategic oversight and responsiveness
- Broader coordination across tax, retirement and estate planning
- Ongoing modelling and forward-looking financial analysis
- Fixed-fee structure reflecting scope, depth and frequency of advice
Which Service Is Right for You?
The appropriate service level is determined by several key factors.
| Consideration | Traditional Ongoing Advice | Premier Service |
|---|---|---|
| Complexity of financial affairs | Moderate complexity | High / interconnected |
| Planning areas involved | Core planning areas | Multiple areas coordinated |
| Coordination required | Standard review cycle | Ongoing cross-area coordination |
| Frequency of strategic input | Annual review basis | Frequent strategic engagement |
| Fee structure preference | Percentage-based (AUM) | Fixed annual fee |
| Adviser responsiveness | Scheduled touchpoints | Enhanced responsiveness |
Five Key Factors We Consider
We work with you to identify the service level that genuinely fits your needs — never a one-size-fits-all approach.
Complexity of Financial Affairs
The breadth and intricacy of your overall financial position, including assets, liabilities and obligations.
Number of Planning Areas
How many distinct areas — investments, pensions, tax, estate — require active coordination and oversight.
Degree of Coordination
Whether your affairs require integrated planning across multiple disciplines or individual advisers.
Frequency of Strategic Input
How often you need substantive adviser engagement — from annual reviews to ongoing active support.
Fee Structure Preference
Your preference for percentage-based fees or a fixed annual structure that reflects planning scope.
We will always discuss service suitability with you directly and explain our rationale clearly — before any decision is made.
Transparent Fees, Explained in Advance
Our fees are fully transparent and explained in advance. Our fees are fully transparent and will always be explained before any engagement begins. There are no hidden costs or surprises — only clarity. Depending on the service selected, charges may be structured in one of two ways:
Request Further Information
Contact us to receive a detailed brochure or arrange an initial conversation. We would be pleased to discuss which approach is most suitable for your circumstances.
- The full scope of each service model
- Transparent fee structures explained clearly
- Example cost comparisons and illustrations
- What you can expect as a Buckley client