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Mountstone Partners

Independent Financial Adviser  24 Berwick Street, London, W1F 8RD
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FCA authorised
Last authorised 26th July 2021
We provide independent financial planning and investment advice for private clients and their families. We take a holistic approach to our client's circumstances and offer advice on all aspects of an individual's personal financial planning.
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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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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Critical illness
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Income protection insurance
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Life 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
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EEA
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Rest of world
Meet our advisers
Mr Howard Knights
Chartered Financial Planner
About us

We design, create and manage investment portfolios for private clients according to their own specific requirements and objectives. Our process is driven by our three core principles - simplicity, transparency & security.

Our services

- Holistic, independent financial planning;
- Tailored investment management solutions;
- Trusted long-term relationships.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

24 Berwick Street, London, W1F 8RD

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