Who We Help

The experience

The kind of people we work with

Our vision is to provide bespoke, independent financial planning services to help you and your family achieve financial freedom.

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

Business Owners

Michelle, wanted to make the best use of her business assets, whilst protecting her and the business from future headwinds.

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Personal Wealth

Nimish, had savings and investments but with no time for his finances he did not know if they would provide for his future.

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Young Families

Andrew and Fiona, with two young children they were looking to protect their family and build savings for their future.

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Trustees

As new trustees, George & Judith had not dealt with a trust before and were unsure of their responsibilities or how to invest.

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Divorce

Katherine is in the process of divorcing and is concerned about the impact to her finances and her plans for retirement.

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Vulnerable Clients

Harold, had recently lost his partner. Whilst Ruby was hearing impaired and wanted retirement advice.

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NEWS & RESOURCES

Insights

See first-hand how the Blackstone Moregate experience works. Here, our clients share their journey to achieving what really matters.

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