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Blackstone
Moregate Want to make your money work for you? Then talk to us. We offer a unique
advisory proposal. Our combined activities of Independent Financial
Advice, plus Taxation and Accounting through Blackstone Franks
LLP enables us to advise on a wide range of traditional needs,
from Life Assurance, Pensions, Investments and Mortgages, to
specialist services such as Trusts, Will Writing and discretional
Fund Management. At Blackstone Moregate we have a simple philosophy - 'everything
we do begins with you'. In this we recognise the unique nature
of every single one of our clients and the fact that each one
has very specific situations and set of requirements. Only through face-to-face meetings can we give you the truly
personal service which you need to achieve your financial objectives.
We believe that by not simply being a voice at the end of the
phone, we can fundamentally alter the way you plan your finances
with far more successful results. We also aim to offer you a truly 'one stop' financial planning
service. Once we have established your needs, we can use our
state of the art analysis system to build your personal financial
plan and to source the most suitable range of products and services
for you. The areas of financial planning that we address are wide ranging
and include the following: Retirement
Planning Evaluation of Company Pensions and provisions Free Standing Additional Voluntary Contributions Annuities and Retirement Options Personal Pension arrangements Savings
& Investment Individual Savings Account (ISAs) Auditing existing Personal Equity Plans (PEPs) Portfolio Construction On-shore and Off-shore Bonds Unit and Investment Trusts Inheritance Tax Planning Trusts and Estate Planning Using your Annual Exemptions Making Gifts Protection Planning Providing cover on death or critical illness Income in Disability Mortgage Protection Long Term Nursing Care Provisions Specialist Services Pension Transfers School and University Fees Mortgages and Re-Mortgaging Specialist Investments Equity Release Plans More: www.blackstonemoregate.com |