About Us

Trusted Experts

Impartial
financial
advice

You need advice you can rely on. Blackstone Moregate are London based independent financial advisers with a wealth of skills and experience. We are trusted experts providing impartial financial advice that helps individuals plan their future.

We partner with other professionals, including well-known tax advisers and legal services to provide a unique advisory proposition that is always tailored to you.

We established Blackstone Moregate in 2001

We have grown because clients and professional partners recommend us consistently for our specialist skills and experience in helping people plan and realise their financial goals.

TESTIMONIALS

Kind words from our customers

Read all reviews

Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

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OUR VALUES

We help clients to get more out of life.

You need an expert Financial Planner that listens carefully to your individual needs and helps you plan, track and meet your goals. That’s what we do.

01

Advice

You want an adviser that you relate to on a personal level and treats you as an individual. That’s what we do. Being independent advisers means our sole focus is your best interests. We think creatively to get the best outcome for you, every time. We bring together the skills and experience of some of the best-qualified pension and investment experts in the country. We always charge fair fees for our work, with no hidden costs or nasty surprises.

02

Experienced

You need an adviser who can make a significant difference to you and your loved ones’ lives and financial safety and well-being. We have built our company around doing this and we achieve it for every client. We listen closely and patiently, understanding your goals, aspirations and what drives you. We take a strategic, big-picture approach where needed. We then select the right mix of expertise to give you the best advice you can find anywhere.

03

Specialist

We understand the challenges you face and have the expertise to help you in-house across a wide range of specialist areas. This includes investments, tax, trusts, estate planning, pensions and divorce. To give you the best possible advice, we aim to hold the highest possible qualifications and accreditations in each area – for example, with the Society of Trust and Estate Practitioners (STEP) for trusts, Resolution for pensions and divorce and Society of Later Life Advisers – SOLLA for long term care.