We are committed to helping hard-working people like you to get the right options on your pensions and investments. The UK's Number One rate Financial Planners in 2019.
Covid 19 Note: Face to Face & Remote Advice Available.
What our clients say
Kay was excellent. He explained everything and was very thorough. He called and e mailed when he said he was. Friendly and polite to speak to.
Black Lion insurance were great in helping me get through the countless jargon and pitfalls when it comes to setting up insurance. I was thankfully recommended to them by a colleague and they made the process seamless ensuring I have the most appropriate policy for me.
Very friendly and professional service. Kay has been a pleasure to deal with.
Very good experience with Kay that help us to decide the right insurance. Nice person patient and full of suggestions, I will suggest Kay to our friends.
Kay was great, will be reffering him and using his services again
We used Black Lion to find an Income Protection policy to suit our needs. Their representative, Kay, listened carefully to our requirements and found a suitable policy at a very competitive price. He was very responsive and took extra care to ensure we got the best price we could."
Clear, easy to understand advice and information. Questions answered, concerns addressed. Abs the financial adviser did a great job and followed through with all actions both during and after the sales process. I Will definitely use Black Lion for other future financial requirements
Excellent and prompt service. My adviser Kay was very prompt in his responses and really took time to understand my circumstances
5 star service, would highly recommend Kay and the team. Really appreciated the honest direct approach from Kay!
have contacted Black Lion Insurance & Wealth and Kay Mechial was just incredible man, he is very honest and helpful . He explained everything in details. Very happy with my policy 😊
Great Service, highly recommend.
Kay provided me with some excellent advice I would highly recommend Black Lion and their services!
Kay helped me select an income protection insurance and was highly professional throughout the entire process. I couldn't recommend more highly.
For someone who knows very little about pensions and finance insurance speaking to Black Lion has been invaluable. They explained everything simply so I could understand and was very patient with me when I had questions and needed time to think and explore other options. We set up my pension and created a financial plan to help me reach my retirement goal. They also helped with mine and my families insurances and did lots of research to ensure I had the best plans for my circumstances with the best price. Would definitely recommend thanks a lot!!
Kay has been very informative with his knowledge and advice. I am really happy with the service
I found Kay to be Professional and very helpful
Kay took care of my needs and explained any issues I was not sure about clearly.
Kay was absolutely brilliant! He took the time to fully understand our situation and helped us find the most suitable options. We would not hesitate to recommend Kay and Black Lion.
Great service - I was struggling to get income protection coverage due to recently immigrating here but Black Lion managed to find me a solid provider at a good rate with no hassle from my side. Really solid experience
Excellent service, Kay presented options specifically tailored to my company and individual requirements. Highly recommended!
We have been exceptionally pleased with the way our policy application has been handled. All details were given in a detailed and concise manner and the communication throughout the process could not have been better. This to me is proof of a professional approach to the new client who could become a continuing customer as lifetime situations change.I have continually been disappointed with a lack of communication from other companies at a time when there are so many ways of keeping a client up to date with events and this shows a lack of forward thinking. More than happy with the outcome, couldn't be more pleased.
Very pleased with the Family Income Benefit policy we have just taken out. No lengthy paperwork to fill in - all done for us over the phone. The assistant was friendly and efficient. Our policy was live within minutes and documents received via email. Thank you"
Excellent professional and extremely helpful information simplified clearly many thanks to Kay and Matt
Excellent service from really helpful friendly staff, And was very happy with the end result.
I dealt with several advisors before meeting and settling on Kay. Kay is smart and professional, and he understands the client's needs without the unnecessary need for pushy sales techniques, which I have often found with other advisors.
Excellent and prompt service, highly knowledgeable staff and very clear and precise advice, which has allowed me to gain a more in-depth understanding of my private pension. I was very happy with the customer service provided, all my questions were answered in a clear and simple manner. Id also recommend speaking to Kay as he is exceptionally professional and patient.
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.
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, WC2E 9RZ