18th September 2017
BLG Wealth Ltd
At BLG Wealth we know what we are doing, but more importantly we passionately care about our clients.
We can advise you on
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- 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
Meet our advisers
Gordon Boxshall
Full Financial Planner
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Mirek Kruczyk
Independent Financial Planner
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Adam Patt
Independent Financial Planner
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Deepak Pahilwani
Mortgage & Protection Planner
Qualifications & Accreditations
CMAP - Certificate in Mortgage Advice and Practice (CIOBS)
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Stephen Rothon
Independent Financial Planner
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Elaine Pollington
Managing Director
Qualifications & Accreditations
H15 - Supervision and Sales (CII)
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
What our clients say
I just wanted to let you know how grateful I am to Deepak, for sorting out our mortgage.
He went above and beyond what was expected. He met not just me, but also Marian and my daughter Olivia, to completely understand our needs. He then found us a mortgage that suited us perfectly. He managed the entire process from application to completion faultlessly, and kept us appraised at all times. He also did all this in a much shorter timescale than I expected.
All in all, I am very impressed with his level of execution, service and professionalism. I shall be recommending him (and BLG Wealth) to anyone I know who needs a mortgage.
Thanks again to Deepak (and BLG Wealth).
Last year I founf myself in a very tricky situation upon purchasing a property at auction. Deepak went above and beyond his duties to help push the sale through in time and made every step easy to understand in layman terms and was a complete star through the whole process.
I could not have asked for more, nor could I give him any higher feedback than that.
Best,
Richard
I would like to say how pleased I any with the way Adam has handled my account. Adam has always been highly professional, good knowledge and very patient and his support is appreciated.
I found Deepak to be very professional, friendly and helpful. He went through everything in a clear and concise manner, explained everything that I needed to know, and had a very happy outcome. I would definitely recommend him to family and friends, and would use him again in a shot. Everything you would want in a mortgage adviser.
I've known Cara Ferns for about 4 years. She has always helped me out with mortgages and dealing with loans etc.
Her service has been absolutely fantastic; she has always given me courtesy calls, kept me informed on how things have progressed. She is very efficient and all I've ever had to do is sign things. I've recommended her to my friends and family even puts herself out on things she doesn't have to do, like setting up my life insurance and giving me general advice. I couldn't have met a friendlier and more polite and helpful lady.
I honestly believe that Cara would be a great asset to any company and I wish her all the best for the future.
The service we received from Cara was brilliant, I can't say enough about how well she tailored our mortgage and insurances to meet our needs. She is definitely someone we will both strongly recommend and use again in the future. As first time buyers the whole process was quite daunting until we sat down with Cara, she fully explained the process and put us at ease. She set everything up for us, from our mortgage to our mortgage protection and our buildings and contents insurance.
If ever we were unsure on anything she was there to reassure and assist in any which way possible.
We want to thank Cara for making our purchase possible, if it wasn't for you I don't think we would be in our beautiful little home today - not only because you arranged our mortgage but because of the support you offered throughout that scary process.
I was due to come out of my fixed term mortgage with Santander 2 years after we bought our first home. We didn't know what we needed to do to remortgage. Cara was very helpful by telling us what we details we needed to provide her with, we came up with a struggle as we had a couple of missed payments on a catalogue but Cara never gave up.
She advised us where we could get our credit report from as a lender required this. After providing the credit report Cara was able to arrange our mortgage with Kensington finance.
We have been happy with the service Cara has provided and would definitely recommend her and use her in the future.
Buying a house can be extremely stressful, but Cara made the whole experience as pain free as possible. She helped find the best mortgage to suit our needs and personal circumstances, whilst offering an incredibly efficient and professional service.
She communicated effectively with both us and the mortgage provider throughout the whole process, making sure we were always aware of any updates. She was exceptionally knowledgeable in her field and we knew we were in safe hands.
Cara was also very informative and helpful with our home and life insurances.
I’d highly recommend Cara's service to anyone else looking to get a mortgage!
Since 2012 my family and I have had many dealings with Cara. From Buy to let mortgage products, to residential, to re-mortgages and equity release.
In all arrangements Cara remained extremely professional and inviting to talk to. Ensuring not only that mortgages were arranged but also advising which product would suit our personal needs best. Any form of communication was promptly replied to and actioned upon.
When dealing with Cara you not only get the professionalism and expertise required but you also get a personal service. This makes what can be an extremely stressful time just that little bit easier. In all correspondence I felt I was getting a 100% from Cara in terms of input, advice and information. I, personally would highly recommend Cara.
Cara took full ownership of managing the end to end journey of our Help To Buy mortgage. We were fully informed throughout the process and Cara really went above and beyond in making everything as simple as possible for us. We work long hours during the week and have very little time to digest documents where we do not fully understand what is being explained, Cara was extremely accommodating and took extra time out of her day to fully explain the elements throughout the processes jargon free. Cara also provided a heads up on when we would expect documents to come through and when we needed to pay extra attention to certain parts so we fully understood.
We were that pleased with Cara’s attitude and professionalism she subsequently handled our re-mortgage. I would recommend Cara’s services to all my friends and family.
Where to find us
About us
BLG Wealth is a City based Financial and Mortgage Advisory intermediary. We really do appreciate you have a choice of companies to advise on your financial affairs. So why choose BLG Wealth. In two words, people and relationships.
In this instance, the people include our key partners who work closely with us to provide comprehensive guidance on all aspects of your financial planning, our staff who are only recruited when they have demonstrated that caring for the clients best interests is at the heart of their thinking and you, our client, who understands that sound financial management of your personal affairs evolves over time and will not be achieved by a one off transactional arrangement.
We are committed to face to face advice and will not transact business by any other means. Really getting to know our clients and fully understand your needs will results in better outcomes. Building trust in any relationship takes time that is why our clients, our partners and our staff believe in the benefits of long term planning and not short term thinking.
Our services
At the heart of our core client philosophy is both the people with whom we connect and the long term relationships we build over time.
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