Blackstone Moregate

Independent Financial Adviser 29 London Road, Dunton Green, SEVENOAKS, Kent, TN13 2UD

First meeting at adviser's own cost

Response rating

9.0/10

15th October 2018

Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Long term care
- Long term care

Meet our advisers

Richard Hopkins

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations

Where to find us

29 London Road, Dunton Green, SEVENOAKS, Kent, TN13 2UD

About us

Blackstone Moregate specialise in working with individuals and corporates, providing solutions that meet our clients objectives by fully understanding their needs. By combining our expertise and experience with a pragmatic approach, this often will produce results from "outside the box" that goes beyond the obvious and delivers a better outcome. We will look after all your important financial needs from pensions and investments to protection planning. We are particularly specialists in all aspects pension and Estate Planning.

Our services

Combined with our lateral thinking, as well as in house specialisms in pension, tax and estate planning, we are able to produce innovative and customised solutions. We maintain the highest standards of professionalism and pride ourselves on understanding our clients. We have been advising clients in this way for over 25 years.

Compliance

Blackstone Moregate Limited is Authorised and Regulated by the Financial Services Authority.
FSA Registration No 459051. Registered in England. Registered address: Suite 2 Courtyard Offices, Braxted Park, Great Braxted, Essex CM8 3GA. Registered No. 03631973

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£250,000

Website

Compliance

Contact options

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