Where we add value
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If I become ill, do I have the right plans in place to protect me, my family and my business?
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What is Financial Planning actually about?
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If I need care in later life, can I afford it………….. and will I still be able to leave a legacy?
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When I die, I want to provide for my family….. but have I thought of everything?
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I want to retire while I’m still young enough to enjoy it…….. how can I achieve this?
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I’m comfortable that I have savings……… but is my money actually helping me to achieve my goals?
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Blackstone Partners are a team of highly qualified, dedicated, Independent Financial Advisers, offering impartial and tailored advice. Aiming to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives.
Testimonials
"The whole team conducts themselves with uncompromising integrity at all times with my best interests at the forefront of their considerations. I feel their dedication is unsurpassed and their clients are the beneficiaries of this. Their experience and knowledge has ensured that my immediate and long term financial future is secured.
Since dealing with Blackstone Partners I have felt more financially secure, better educated about financial issues, and less stressed about the future.
I was introduced to Blackstone Partners a few months after my husband died. they were patient, and sensitive to my situation which was very important to me at that time of confusion.
At a time when I needed someone I could trust to help, support and inform me of my options Blackstone Partners did all these things and have helped me feel more confident in managing money.
I have no hesitation in recommending them to anyone who values an individualised service where the client comes first.
Gareth has been our Financial Adviser for over ten years. We have found his expert knowledge of Financial Services impressive, and we have certainly received excellent advice from him. However, for us, his most important quality is his integrity. We know Gareth will always advise us with openness and honesty: qualities not always found in today’s world!
Both our business affairs and our personal finance are safe in Gareth’s hands, and we have no hesitation in recommending him to our friends.
The whole team provide a friendly and personal service. They always explain the options clearly. I first contacted them over ten years ago on the recommendation of my brother; we both continue to seek their advice and guidance. Where ensuing circumstances have tested that advice, it has stood the test. What more could one ask.
The advice and direction of my individual investments have been successfully handled and despite a recession have increased consistently.
The yearly review of my portfolio ( with documentation) has always been useful, and knowledgeable and I have been given me clear unbiased advice at all times.
They patiently explain complex financial matters in terms and ways I can understand. Their help and advice is made and left without pressure, for my decision. Furthermore they are supported by excellent office assistants. I have real confidence in the advice!
I have found them very patient in dealing with clients who are ponderous and confused. This is combined with a gentle and sober discussion of the various options open to us and a reassuring ability to answer every question.
The team are fully committed to giving the best possible advice to their clients They are efficient & always approachable, fully informed about the current situation, & totally prepared for any consultation. It is more like discussing with a well-informed friend than consulting a business official, with the confidence of being sure they know what they are talking about.
Blackstone Partners seem interested in us as people and not just as clients . The team are exceptionally efficient , queries are answered in twenty four hours, always explained carefully, handled tactfully and in a jargon free manner .
Financial advice does not simply appear to be a set of numbers, they are a humane face to the mechanics of financial advice!
Case Studies
Choices at Retirement
Dave and Sheila had some important choices to make about how to take the benefits from their various pension plans. Should they take the tax free cash on offer? How should they convert the remaining funds into an income? "...View more
Retirement Planning
Richard had several pensions but felt disillusioned with their lack of progress, and was paying into them out of habit, rather than with a real purpose. Richard wanted to know when he could afford to retire, to understand what he ...View more
Clients Looking to Simplify Their Money
Brian and Eileen had been retired for some time, and Brian had traditionally looked after the money with Eileen very much taking a back-seat interest, but he was starting to find that it was getting on top of him. This ...View more
A Couple Looking to Review Their Investments
John and Rosemary were retired, and had accumulated money in a range of different types of savings and investments. They felt that there wasn’t as much of a clear structure to their money as there could have been, and ...View more
Mum Receiving Care
Steve and Jenny were wrestling with the responsibility of their widowed mother having moved into a care home. The care fees were horrific and mum’s savings were plummeting further each month. Steve and Jenny needed help understanding the options ...View more