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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
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