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 get suitable options on your pensions and investments—the UK's Number One rated Financial Planners in 2019.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Group ISA
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
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)
£51,000
Minimum pension value
£51,000
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

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

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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