Blackstone Moregate

Independent Financial Adviser 26 Crestlands, Alresford, Colchester,, Essex, CO7 8AF
Response rating
7.0/10
FCA verified
20th August 2018
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning
We can advise you on
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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
Meet our advisers
David Bright
Financial Consultant
Where to find us
About us

Blackstone Moregate provides fee based financial planning and investment management, together with tax planning solutions. We have responsibility for some £250m and cater for both individual and corporate requirements.

Our services

Combined with our lateral thinking, as well as tax advice from our associate accountants, 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
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, Braxted Road, Great Braxted, Essex CM8 3GA Registered No. 03631973

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