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Our Reports
Check out our reports
What you will receive
Our reports are tailored to you
At Blackstone Moregate, we offer our clients a variety of reports such as annual valuation detailing information about each asset you own in different products enabling you to see how your investments have performed. This can help you assess during your review meeting with your financial planner whether the investments remain suitable for your needs.
We are transparent in everything that we do. Our Fees and Charges report will clearly show you what you have paid to us as Adviser fee, to the Platform and/or the Discretionary fund manager. Where implicit charges are not available we take the fund charges from our Financial Analytics report thus giving you clarity.
Our Financial Analytics (FE) reports provides you with tables and charts illustrating the overall performance of the portfolio against its benchmark along with risk, represented by volatility of your portfolio holdings where the portfolio itself and its benchmark against return, represented by performance. The FE Analytics reports can be broken down to Investments and Retirement plans that you hold.
TESTIMONIALS
Kind words from our customers
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