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  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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 26th July 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, RG17 0YT
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
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

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