We help clients ranging from young families starting their financial journey to those retiring, including business owners, company directors and individuals with complex financial needs. Our financial planners help people at all stages of life with their financial goals.
Find out more about who we help below
Michelle, wanted to make the best use of her business assets, whilst protecting her and the business from future headwinds.
Nimish, had savings and investments but with no time for his finances he did not know if they would provide for his future.
Andrew and Fiona, with two young children they were looking to protect their family and build savings for their future.
As new trustees, George & Judith had not dealt with a trust before and were unsure of their responsibilities or how to invest.
Katherine is in the process of divorcing and is concerned about the impact to her finances and her plans for retirement.
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...
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...
We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...