Blackstone Moregate

Independent Financial Adviser 26 Crestlands, Alresford, Colchester,, Essex, CO7 8AF

Response rating

7.0/10

8th July 2019

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

We can advise you on

Expatriate finances
- EEA
- Rest of world
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long term care
- Long term care

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Meet our advisers

David Bright

Financial Consultant

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R03 - Personal Taxation (CII)

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.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF2 - Investment and Risk (CII)

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

Where to find us

26 Crestlands, Alresford, Colchester,, Essex, CO7 8AF

Make an enquiry

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.

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

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Expatriate finances
- EEA
- Rest of world
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- Regular savings
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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

£50,000

Minimum mortgage value

£250,000

Website

Compliance

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

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a call back Show number Recommend to a friend

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