We help you achieve financial freedom

Founding Director

Richard is a founding director of Blackstone Moregate with considerable experience in financial services.

Apart from holding the highly sought after chartered status, he is also a qualified member of STEP (the Society of Trust and Estate Practitioners) and an accredited member of Resolution (specialists in pensions and divorce).

Richard also has good working relationships with accountants and solicitors and is often invited to speak at professional conferences.

When not working, Richard enjoys walking and cycling in the great outdoors and enjoying time with his family.

He believes in providing a holistic, professional and highly personalised service to help ensure his clients meet their financial objectives.

Founding Director

He passionately believes in financial planning to help people achieve their goals – whether buying a home, paying for their children’s education, expanding their business or saving for their retirements. Vijay’s goal is to continue building a financial planning business entirely focused on clients and employees where they feel secure knowing that they are in capable and trusted hands. That means providing clear, credible, transparent advice and great service.

Vijay is responsible for the overall growth of the business defining best-practices, ensure integrity and accountability, robust compliance, invest in technology and digital tools making our business more efficient and secure against cybercrime.

Vijay's active in raising money to educate underprivileged children to being the Chairman of the local golf club. Personal time revolves around playing golf, spend time with his two adult children when possible, walking in Kew gardens or generally conjuring up some awesome food in his kitchen to be accompanied by nice wine.

Financial Planner

David has been working in the Financial Services Industry since 2005, becoming an Adviser in 2007. Having worked at Santander and later NatWest David took the step to become Independent in 2012 and has never looked back.

Believing in providing a personalised service for his clients, David likes to take the complication out of Financial Planning. Specialisms include Retirement, Later Life planning – including Inheritance Tax solutions – and Investment opportunities for all.

David is a long standing member of the Blackstone Moregate team and enjoying his role of working closely with both clients and colleagues.

Outside of work David enjoys reading, helping charities in his local area, fishing with his sons and football. Having a young family means David is always busy outside of work.

Chartered Financial Planner

Andrew is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

He has a passion for helping clients live the lifestyle they want, providing advice and the reassurance that the correct decisions are being made for their future.

Andrew has twin daughters that keep him busy as well as enjoying travelling, skiing and cooking for the family.

Understanding you and your objectives enables Andrew to chart your journey to creating wealth through individually tailored financial solutions.