Black Lion Wealth Management

Restricted - Whole of Market  167-169 Great Portland Street, London, W1W 5PA
First meeting at adviser's own cost
We are committed to helping hard-working people like you to get the right options on your insurance, pensions and investments. The UK's Number One rate Financial Planners in 2019. Covid 19 Note: Face to Face & Remote Advice Available.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Kay Mechial, BSc Hons, DipFA, Cert CII,
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 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.

Accreditations
Certified Financial Planner
About us

We’re people first and pensions and investment experts second.

As we live through volatile times, financial planning and wealth management can be complicated.

People have lost confidence in financial advisers and financial planners - we want to change that.

For us, it’s simple; we put people at the centre of everything we do.

We get to know you and your goals, and we match that with a tailored solution that works for you.

You won’t just be sold a product and left to fend for yourself.

That’s not how it works. That’s not how we work.

Our services

Our 4-step approach:

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, goals and objectives, and build a picture of what you want to achieve.

• 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, and 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 5PA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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