In Scope Wealth Management

Who We Are

Financial advisors, Who We Are, In Scope Wealth Management

Meet the financial advisors at In Scope Wealth Management

At In Scope Wealth Management, we gauge our success as financial advisors by our clients’ satisfaction that their wealth creation and retirement planning goals are being realised.

Our vision is to provide quality, targeted (in scope) personal financial advice to current and prospective clients that assists them to create a better financial future with a focus on superannuation and a financially secure future. We are fuelled by a passion for helping clients in the Hunter Region make the most of their assets as they prepare for retirement.

The In Scope Wealth difference

Our clients’ goals and objectives are In Scope Wealth Management’s main game. Underpinning our strength of knowledge about the finance sector is a commitment never to promote, sell, or advise our clients to do anything that is not in their best interests. We offer realistic, professional, and personalised advice.

In Scope Wealth will not promise clients a return on their investment.

In Scope Wealth will not set expectations that are not achievable.

In Scope Wealth will work with their clients to empower them to take control of their finances.

Meet the In Scope Wealth Management team

The Maitland-based close-knit team of professionals focused on guiding your wealth creation are headed-up by James and Amy Buckingham. Their brand of personalised service comes from the clear sense of purpose they have and commitment to use their knowledge and understanding of wealth creation in the best interests of their clients.

Financial advisors, Who We Are, In Scope Wealth Management

James Buckingham

Financial Advisor

With a 20-year history working in the personal finance industry, James is passionate about helping people achieve their financial goals.

He’s a member of the Association of Financial Advisors (AFA), a registered tax (financial) adviser with the Tax Practitioners Board and holds and Advanced Diploma in Financial Services.

James and Amy and have two gorgeous sons, Alex and Charlie, who keep them on their toes. In his time away from In Scope James loves caravanning with his family and honing his fishing skills.

Financial advisors, Who We Are, In Scope Wealth Management

Amy Buckingham

Practice Manager/Paraplanner

Amy had a successful career in retail management before making the move to financial services seven years ago to join husband, James.

She gets a great deal of satisfaction working alongside James to help clients take control of their finances.

When not working, Amy’s time is spent with her boys and indulging in her passion for cooking.

Financial advisors, Who We Are, In Scope Wealth Management

Chloe Foster

Client Services/Planner Assistant

Chole has over five years’ experience working in the financial services industry, across a variety of roles. She has a two-year-old daughter, Lily, who keeps her very busy, but if Chloe does have a spare moment, she can be found practicing yoga, baking in the kitchen, or curled up on the lounge reading a good book.

Financial advisors, Who We Are, In Scope Wealth Management

Georgia Minors

Client Services

Georgia is the latest member to join the In Scope team and tells people every chance she gets how much she’s loving it! Having recently relocated to the Hunter Region, Georgia has been enjoying familiarising herself with everything the area has to offer. In her free time, she loves to play soccer, go to the gym, or watch a David Attenborough documentary.

In Scope Wealth Management

Contact our team today

Eager to start your personal finance wealth creation journey? Contact us today.

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