Mathew Buchner

Independent Financial Advisor @Foxcroft Financial Planning

Crowborough, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Independent Financial Advisor @Foxcroft Financial Planning

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East Sussex, GB

EDUCATION

2018 — 2019

LIBF

Diploma for Financial Advisers (DipFA) - AFA 2 - Advanced Financial Advice

2013 — 2015

King's College London

Medicine

2018 — 2019

LIBF

Diploma for Financial Advisers (DipFA) - FSRE - Financial Services, Regulation and Ethics, Finance, General

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning, Financial Planning and Services

2018 — 2019

LIBF

Diploma for Financial Advisers (DipFA) - AFA 1 - Advanced Financial Advice, Financial Planning and Services

SKILLS

EntrepreneurshipLeadershipCustomer ServiceMicrosoft OfficeSalesManagementStrategic PlanningSocial MediaMarketingMicrosoft Excel

ABOUT MATHEW BUCHNER

I am the Principal Planner at Foxcroft Independent Financial Planning.I work with people to chart their medium to long-term journey towards achieving their personal financial goals.I believe in the peace of mind that comes with feeling secure in one\'s finances, and am passionate about the importance of responsible investing.I provide advice in the following areas- Pensions- Retirement Planning- Lifetime Allowance- Annual Allowance- Drawdown Strategy- Responsible & Ethical Investing- Investments- Estate Planning- Inheritance Tax Planning- Life assurance / ProtectionI would be glad to have an initial no-obligation discussion around your requirements.Please feel free to connect and let’s take the conversation from there. Contact me on 01•••••••17 or email m•••••@foxcroftfp.co.ukThe value of your investment 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.The level and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.Foxcroft Independent Financial Planning is a Trading Style of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08••••95. VAT Registered: 15•••••42.

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Mathew Buchner — Independent Financial Advisor at Foxcroft Financial Planning in Crowborough, GB | Unifers