Blackstone Moregate

Independent Financial Adviser  87 Coppermill Heights, LONDON, N17 9FH
First meeting at adviser's own cost
We provide advice to enhance wealth for clients in the key areas of pensions, investments and inheritance tax planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Colin Thorburn
Financial Adviser

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 assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

We specialise in working with individuals to provide solutions that meet your objectives by fully understanding your needs. By combining our expertise and experience with a considered approach, this often will produce results that are beyond the obvious to produce a better outcome. We can look after all your important financial needs from pensions and investments to protection planning. We are particularly specialists in all aspects pension, retirement and estate planning.

Our services

We really understand the needs and objectives of our clients and can formulate a strategy to achieve this based on your attitude to risk. With our knowledge of products and platforms we can implement the plan cost effectively and work with our clients over time to achieve their financial goals in the future.

Where to find us
Head office address: 87 Coppermill Heights, Mill Mead Road, LONDON, N17 9FH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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