“Certainly helped me make some sense of the
'complex' pensions industry/products. Most useful.”

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Our Approach continued

Holistic planning

We believe that to be effective, financial planning needs to consider tax and legal implications. So we look at all of these areas. Blackstone Moregate has some of the most highly qualified IFAs in Britain, plus in-house tax experts and legal associates in other companies. Working closely together we can devise a strategy that is right for you.

A free consultation

Before we can advise you, we need to know about you. So we would like to meet you in person – our initial no-obligation consultation is free. At our meeting we will discuss your current circumstances, your own priorities and objectives, or those of your company. This helps us to gain a thorough understanding of you and it gives you a feeling of our uniquely personal service.

Spotting opportunities for you

Knowing about you, we can make a thorough examination of your current situation using an interactive analysis system. This will highlight weaknesses and opportunities available to achieve your financial goals and help us to develop a strategy for attaining them. When we have agreed a broad strategy with you and product implementation is then required, we will locate the right products to suit your goals.

Whatever the case, rest assured that Blackstone Moregate will be with you today, tomorrow and into the future.

Become more adept at managing your money

Once we have established the foundation described above, we will build on it. Our experienced IFAs can show you how to manage your money more effectively. We will conduct regular reviews of your finances and circumstances. In times of job insecurity, we will look at how to protect your wealth. We can advise you on investing more effectively for retirement, on minimising the effects of inheritance tax, or taking advantage of changes in the UK economy. These reviews are designed to strengthen your financial position. Whatever happens, rest assured that Blackstone Moregate will be with you today, tomorrow and into the future.

Blackstone Moregate Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 459051.

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