Black Lion Wealth

Restricted - Whole of Market  167-169 Great Portland Street, London, W1W 5PE
First meeting at adviser's own cost
We are committed to helping hard-working people like you to get the best options on your insurance, pensions and investments. You would prefer to get on with your career, grow your business, or benefit from family and leisure time with as little stress and worry as possible.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Equity release
check
Mortgage protection
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Kay Mechial
Financial Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

The examination assesses the candidates knowledge of the insurance market, legal principles, proceedures and major classes of healthcare insurance

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.

About us

Black Lion Wealth and Insurance is a team of financial advice specialists who are people first and insurance, pensions and investment experts second. That’s us in a nutshell, really. We advise businesses and individuals throughout the whole of the UK, offering sound, practical guidance to anyone who needs it.

Our services

We love what we do, and more importantly, we are qualified to do it – we aim to provide a fully comprehensive service to all our clients.

• We are confident that we will deliver a high-quality service that will be amongst the best in the financial services industry

• We continually strive to improve our personal development

• We follow the principles of treating customers fairly set out by the Financial Conduct Authority

• We treat our clients as we would like to be treated.

Our 4-step approach to financial planning:

We Understand YOU
• By gathering information from you, we always find out about any plans you already have in place

• We explore your attitude to risk and return, your goals and objectives, and build a picture of what you want to achieve

• At this stage you find out what to expect from us

• We do not charge you a fee at this stage

We Plan for YOU
• We’ll go away and research various scenarios and how to make the most out of your existing arrangements

• We’ll then recommend how you can build on your existing plans, so you have the best chance of achieving your goals

We Implement for YOU
• We do all the heavy lifting on your behalf – like what we do for all our other clients. This saves you time and effort.

We Refine YOUR plans
• Nothing stands still. We will sense check the progress of your plans regularly, we suggest this is done once a year

• We will update you on legislation, taxation or you will update us on changes to your circumstances

Where to find us
Head office address: 167-169 Great Portland Street, Great Portland street, London, W1W 5PE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Pension transfers advice is referred to our Partner Firm [PRG Independent Limited]

Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Restricted - whole of market 0.21 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 0.39 mi
We are looking to build long term relationships with new clients.
 
Independent Financial Adviser 0.41 mi
Trustworthy, Professional and friendly local adviser, who puts you first. Your priorities matter to me.
 
Independent Financial Adviser 2.07 mi
Covid-19 update: We remain open for business and here to support you. We offer unparalleled financial planning experience and advice quality, always sourcing the best possible financial solutions for our clients needs.