Blackstone Moregate Ltd

Independent Financial Adviser Ground Floor, Bury House, 31 Bury Street, LONDON, EC3A 5AR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • 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
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees 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
Richard Hopkins
Director
Accreditations
Chartered Financial Planner
David Bright
Colin Thorburn
Financial Consultant
Where to find us

Ground Floor, Bury House, 31 Bury Street, LONDON, EC3A 5AR

Contact us
About us

Blackstone Moregate provides fee based financial planning and investment management, together with tax planning solutions. We have responsiblity 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
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 Conduct Authority.
FCA Registration No 459051. Registered in England. Registered address: Suite 2 Courtyard Offices, Braxted Park, Great Braxted, Essex CM8 3GA. Registered No. 03631973

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