1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Berkshire
  8. breadcrumb-arrow
  9. Hungerford
  10. breadcrumb-arrow
  11. Blacktower Financial Management

Blacktower Financial Management

Independent Financial Adviser  Fetcham Park House, Fetcham, Surrey, KT22 9HD
First meeting at adviser's own cost
We have celebrated more than 30 successful years supporting clients with their finances.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 19th April 2021
Meet our advisers
MR Paul Shorten

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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 helps advisers develop and demonstrate their financial planning capabilities. 

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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

This exam accesses understanding of the financial services industry including regulation and legislation.

What our clients say
I needed Pension & investment advice and Paul Shorten helped my by explaining the pension market how it works and what are the pro’s & con’s. Also advised me on where to put my money for the best & safest return. I have found Paul to be helpful & extremely knowledgeable of the industry & has fulfilled my expectations thus far.
Felicity Day, Romsey
What were the circumstances that caused you to look for a financial adviser? my divorce How did Paul Shorten help you? he provided an informative consultation Have you seen the outcome you were hoping for? I am confident I will What could they have done better? n/a
Irene Norton, London
What were the circumstances that caused you to look for a financial adviser? Slowly but surely building up some assets and also needed to review my mortgage and redundancy cover How did Paul Shorten help you? Paul was friendly and supportive of my situation. There was no pressure from him and to start with he just wanted to get a clear action plan and clear understanding of what I current have Have you seen the outcome you were hoping for? things are now on track and I am now in a position where I feel much happier about my finances What could they have done better? Honestly, every thing is fine, everything was explained very clearly and has been great value. If anything, just assume I don't know anything I won't be offened
Tony Devitt, Hertfordshire
What were the circumstances that caused you to look for a financial adviser? Recent marriage How did Paul Shorten help you? Gave me very detailed and professional advice on the best solutions following my recent marriage Have you seen the outcome you were hoping for? Yes
Roman Larin, London
What were the circumstances that caused you to look for a financial adviser? Inheritance planning How did Paul Shorten help you? Advisory work Have you seen the outcome you were hoping for? Yes
Eugine Song, London
What were the circumstances that caused you to look for a financial adviser? I needed advice in respect of pension planning. How did Paul Shorten help you? Paul was thorough in understanding my circumstances and what I was trying to achieve for my retirement. He was friendly and easy to get on with, and made me feel very confident in his abilities as my financial adviser. Have you seen the outcome you were hoping for? Yes, we are working on the outcome at present and the new plans will be implemented shortly.
Louise Parsley, Surrey
What were the circumstances that caused you to look for a financial adviser? We needed advice on the best way to make our capital work for us, and for existing investments to be reviewed How did Paul Shorten help you? Good advice, updating existing investments with same provider Have you seen the outcome you were hoping for? Too soon to tell - but I'm confident What could they have done better? Can't think of anything
Celia Busby, London
About us

The Blacktower Group was formed in 1986 to provide independent wealth management advice and a bespoke service for both individual and corporate clients. Paul Shorten has been in the Financial Services Industry for over 22 years, working for companies such as Skandia/Old Mutual and Quilter PLC. There, Paul assisted other Financial Advisers to provide solutions that met their client’s needs in areas such as pension planning, tax planning, IHT and wealth preservation.

Our services

Areas of Expertise:
Pre and Post Retirement Planning
Inheritance Tax Planning
Lump Sum and Regular Investment Savings

Where to find us
Head office address: Fetcham Park House, Lower Road, Fetcham, Surrey, KT22 9HD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 19th April 2021

Similar advisers near you

Harridge Financial Services Ltd
Restricted - whole of market 0 mi
Even for the experienced, sorting out your finances can be complex. At Harridge Financial Services we can give you the expert guidance you need, right from the start of your journey.
 
See profile
Reed Financial Ltd
Independent Financial Adviser 6.08 mi
 
 
See profile
Greg Charlton - True Potential Wealth Management
Restricted - whole of market 8.49 mi
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
 
See profile
Milestone Financial Planning
Independent Financial Adviser 8.49 mi
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
 
See profile