“I finally have an understanding of what I have and what I need

to achieve my financial goals and have a clear plan to work from.”

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Step 2: Preparation of a Generic Report

We will prepare a report covering all the key areas of financial planning. It will put specific emphasis on your protection programme, pensions, inheritance tax, wills, savings and investments. It will contain comments on each holding, and advice on any relevant action needed. In areas such as retirement or school fees planning we will make forecasts to determine how much money you will need to put aside or invest.

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Blackstone Moregate is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered Number: 03631973.

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