Blackstone Wealth Management Limited

Financial Adviser (Restricted Whole of Market) Ledra House, Northgate, Aldridge, Walsall, West Midlands, WS9 8TH
FCA verified
15th October 2018
Blackstone Wealth Management are a provider of investment advice to a select group of clients in the West Midlands.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Craig Burgess FPFS, CertPFS(DM), CertsCII(MP&ER), IMC
Managing Director
Where to find us

Ledra House, Northgate, Aldridge, Walsall, West Midlands, WS9 8TH

About us

Blackstone’s clients can feel comfortable that the stresses and decisions that wealth brings are handled as effectively as they can be, by a dedicated team, whose interests are aligned with their own – allowing them to get on and enjoy the security and opportunities that wealth brings.

An important key to maximising your assets, enhancing the quality of your life, and realising your personal and financial goals is to develop and implement strategies based on proven and unwavering planning and investment philosophies.

Our services

Our approach to managing money is intellectually robust, basing all of our decision making on leading academic theory and strong empirical evidence; our selection of an appropriate solution for a client uses leading edge tools to deliver the best advice possible; and the execution of that advice uses transparent, style pure, low cost exposure to markets delivered through market-leading solutions.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Compliance

Blackstone Wealth Management Limited is an Appointed Representative of EBI Portfolios Limited, which is authorised and regulated by the Financial Conduct Authority.

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