Testimonials

It is truism that those who manage others money are the worst at looking after their own. Blackstone Moregate has rescued me and helped me think through a life plan.

Very thorough analysis and very patient with my disorganised choas approach! Thanks for explaining everything so clearly

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances of getting approved were slim at best and that we should be prepared to wait up to a year for the transfer to complete. We were fortunate enough to be recommended to Blackstone Moregate through a friend. From the outset Richard and colleagues from Blackstone Moregate assured us that the transfer wouldn’t be a problem and that even given the complex nature, they would be able to turn this around for us very quickly. I wouldn’t usually make a recommendation, but I can honestly say the service we received was “first class”. The team were always very responsive to emails and phones calls and guided us through every step of the process. In my opinion they went out of their way to explain things in precise detail, provided much needed reassurance and met some difficult deadlines imposed upon us. My thanks once again to Richard and the team.

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, the clear explanations and high level of professionalism I receive in my dealings with you all. A previous IFA I approached were less competitive and could not achieve what I needed in the time frame. I came to you with even less time and after your assessment and advice, which I took, you achieved exactly what you said you could and in the right time frame. It would be negligent of me not to recommend you and your team!