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Independent Financial Advice :: www.essentialadvice.uk

Blackstone Partners provide independent strategic advice on Investments, Retirement Planning, Preserving Wealth, Inheritance Tax Planning, Wills, Trusts and Care Fees Planning.

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Independent Financial Advice :: www.essentialadvice.uk | essentialadvice.uk Reviews

https://essentialadvice.uk

Blackstone Partners provide independent strategic advice on Investments, Retirement Planning, Preserving Wealth, Inheritance Tax Planning, Wills, Trusts and Care Fees Planning.

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1

Investment Review - Blackstone Partners

http://www.essentialadvice.uk/professional-services/investment-review

Skip to main content. What Makes Us Different. The Way We Work. Do you really know how well your investments are performing? We believe you have the right to know. If you have money invested it is vital for you to monitor its performance. You wouldn’t leave your cash unattended so why leave the performance of your investments unchecked? One of the biggest problems facing investors is that the difference between an investment that performs well and one that performs badly can be enormous. The Financial Se...

2

Professional Services - Blackstone Partners

http://www.essentialadvice.uk/professional-services

Skip to main content. What Makes Us Different. The Way We Work. Clients tell us that they appreciate the way we bring the complex world of financial services into plain everyday English. We have helped them to meet their objectives in respect of Investments, Estate Planning, Pensions and Long Term Care Planning. We will always keep you advised about WHAT we recommend, WHY we recommend it and WHAT you can expect to achieve. Investment planning is about creating, maintaining and reviewing. It involves anal...

3

Tax Efficient Investments - Blackstone Partners

http://www.essentialadvice.uk/professional-services/tax-efficient-investments

Skip to main content. What Makes Us Different. The Way We Work. Tax Efficient Investments – be aware of the Trojan Horse! The tendency of UK Governments in recent years has been towards encouraging taxpayers to save and invest. This has resulted in various ‘tax efficient’ products being made available. When thinking about tax-efficient investments, for many people the first thing that comes to mind is an ISA. Or Individual Savings Account), which replaced their predecessors PEPs and TESSAs. The tax effic...

4

About Us - Blackstone Partners

http://www.essentialadvice.uk/about-us

Skip to main content. What Makes Us Different. The Way We Work. Whilst studying towards the Advanced Diploma in Financial Planning I have achieved advanced specialist qualifications in Tax planning, Equity Release, Pension Income Options and Care Fees Planning. I am also a member of Symponia – an organisation of Independent Financial Advisers specialising in the sensitive area of Care Fees Planning. Paraplanner / Technical Support. Josie has been in the Industry for 12 years, and a fully qualified Indepe...

5

Benefits of Specialisation - Blackstone Partners

http://www.essentialadvice.uk/benefits-of-specialisation

Skip to main content. What Makes Us Different. The Way We Work. DO YOU WANT A GP OR A SPECIALIST? I decided to specialise in dealing with those in, or approaching retirement because I have the greatest empathy for people who have reached that stage of their life where they deserve the best advice possible, yet in many cases, they are still at the mercy of general practitioner advisers who are neither qualified nor able to enhance their financial well being. When they do not know how the systems work?

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Testimonials | CashCalc - Cashflow Modelling and Financial Planning Tools, Cash Flow planning for advisers and planners

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What You've All Been Saying. Don't just take our word for it. User feedback is vital to CashCalc and we are always looking for ways to improve our services in order to keep cash flow modelling simple and effective. We hope these testimonials will help give an idea of what CashCalc can do for you and your clients. Gordon Craig Asset Management Financial Advisers Ltd. Stuart Bailey Wealth Help Ltd. Terry Larkin Cranwell James Financial Planning. I have tried many different types of cash-flow modelling tool...

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Independent Financial Advice :: www.essentialadvice.uk

What Makes Us Different. The Way We Work. 8220;The aim of my team. We specialise in providing independent strategic advice on:. Our advice extends to corporates and businesses as well as personal financial guidance. Based in South Wales, our clients are typically in Wales, or the South West and we will cover these areas – we have many clients in many areas including Carmarthen, Swansea, Cardiff, Bristol, Bath, Bridgwater, Taunton, Exeter and Plymouth. Whatever your requirements, we will:-. Set out for yo...

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