Investments & Savings

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It is important to discuss financial matters and review all your financial affairs regularly – from pensions to investments, wills, lasting powers of attorney and life policies in trust – with someone you can trust and seek specialist advice where necessary.

Successful investing

Whilst the world of investing is constantly changing, some basic principles continue to hold true. For example, before we can help you, we must understand your attitude to risk, your circumstances, your existing investments, your views and objectives. We believe that every investor is unique, and the advice we give you will be tailored to your individual needs. Once we understand you and your goals, we perform an analysis to find the appropriate investment vehicle, so that we can take full advantage of any tax break or relief. We take great care in allocating your assets and diversifying your portfolio, ensuring that we match the right investments for growth and/or income to your needs.

Keeping an eye on your investments

Constant monitoring is essential to the future success of your investments, and we will always review and reflect the changes in the markets and your personal circumstances in your portfolio. Our industry-leading software enables us to give real time information and to respond quickly to change.

Fresh thinking that helps you succeed

We have in place a thorough investment research process, which is regularly reviewed in order to seek out funds and investments that we believe will perform. We will also think outside the box and bring to your attention alternative investment asset classes and opportunities when we think they will benefit you.

TESTIMONIALS

Kind words from our customers

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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

Get your Financial House in order