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

Vijay passionately believes in financial planning to help people achieve their goals, from buying a home to saving for retirement. His mission is to build a client-focused financial planning business that inspires trust, transparency and provides excellent service. He oversees the company's growth, ensuring best practices, integrity, accountability, and compliance. Vijay invests in technology and digital tools to enhance efficiency and protect against cybercrime.

Outside of work, Vijay is active in philanthropy and serves as Chairman of his local golf club. He also enjoys spending time with his two adult children, walking through Kew Gardens, cooking delicious food with a nice glass of wine, and playing golf.

Vijay's dedication to his clients, employees, and the community is apparent in everything he does. He is a respected leader in financial planning, offering clear and transparent advice backed by exceptional service.

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.