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. Covid 19 Note: Face to Face & Remote Advice Available.
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
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
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group ISA
check
Stockbroking services
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr 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

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
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 13th September 2021

Similar advisers near you

Independent Financial Adviser 0 mi
I work directly with all clients. My purpose is to provide evaluation, insight and a financial road map, so people can enjoy the present, and look forward to the future with financial confidence.
 
Restricted - whole of market 0 mi
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
 
Independent Financial Adviser 0.22 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
Independent Financial Adviser 0.25 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner online.