Blackstone Partners

Independent Financial Adviser 2 Ynys Bridge Court, Morganstown, Cardiff, CF15 9SS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • School fees planning
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Gareth Chalk Dip PFS
What our clients say
I dealt with Gareth Chalk at Blackstone Partners regarding Care Home Annuity last year and have no hesitation in recommending their services. Thank you for all your help and advice.
Yvette Watkins, Cardiff
Where to find us

2 Ynys Bridge Court, Morganstown, Cardiff, CF15 9SS

Make an enquiry
About us

Blackstone Partners have helped many people from all walks of life with advice and guidance on a range of investment solutions, with particular emphasis on lump sum investments and retirement planning, as well as complex pension issues, care fees planning and inheritance tax.

Our services

Clients tell us that we listen well and are great at understanding their needs and making recommendations in plain English.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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