Winsec Financial Services Limited

Independent Financial Adviser  Suite 2 Courtyard Offices, Great braxted, Essex, CM8 3GA
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FCA authorised
Last authorised 3rd August 2020
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Healthcare
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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
David Bright DipPFS BSc Hons
Financial Consultant
Richard Hopkins
Financial Consultant
About us

Blackstone Moregate specialise in working with individuals and corporates, providing solutions that meet our clients objectives by fully understanding their needs. By combining our expertise and experience with a pragmatic approach, this often will produce results from "outside the box" that goes beyond the obvious and delivers a better outcome. We will look after all your important financial needs from pensions and investments to protection planning. We are particularly specialists in all aspects pension and Estate Planning.

Our services

Combined with our lateral thinking, as well as in house specialisms in pension, tax and estate planning, we are able to produce innovative and customised solutions. We maintain the highest standards of professionalism and pride ourselves on understanding our clients. We have been advising clients in this way for over 25 years.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Suite 2 Courtyard Offices, Braxted Park, Braxted Park Road, GREAT BRAXTED, Essex, CM8 3GA

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