If I become ill, do I have the right plans in place to protect me, my family and my business?. Blackstone Partners are a team of highly qualified, dedicated, Independent Financial Advisers, offering impartial and tailored advice. Aiming to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives.
The whole team conducts themselves with uncompromising integrity at all times with my best interests at the forefront of their considerations. I feel their dedication is unsurpassed and their clients are the beneficiaries of this. Their experience and knowledge has ensured that my immediate and long term financial future is secured.
The whole team conducts themselves with uncompromising integrity at all times with my best interests at the forefront of their considerations. I feel their dedication is unsurpassed and their clients are the beneficiaries of this. Their experience and knowledge has ensured that my immediate and long term financial future is secured.
Services
Our aim is to build and develop close and lasting relationships with our clients to ensure their financial planning goals and needs are catered for throughout their lives. Our team of highly qualified, dedicated, Independent Financial Advisers, offer tailored and impartial advice. The whole Blackstone Partners team passionately share the same ethos and values; genuinely caring for our clients and taking pride in the work we do for them.
Many people assume that financial planning is all about finding the right pension or savings plan, but its really about a lot more than that. We all have an idea of what our lifestyle should look like and financial planning is about helping to identify, achieve and maintain the lifestyle that you want, without the fear of running out of money.
Have you made a Will? When was it last updated? Are you sure your family will be financially secure in the event of your death? Do you have protection plans in place but would like to make sure you are not paying more than you should be? Do you have protection in place to ensure your business can still function in the event of the death of you, or a key person?
Looking at your legal set up. Ensuring that you have in place valid and an appropriately worded Wills and Lasting Power of Attorney. Considering your property. There are several legitimate ways you can avoid having to avoid selling your property to pay for care. Using assets in the right way, and ensuring that you hold the most suitable type of assets.
This is designed to help clarify your thoughts and help us establish a clear picture of your overall finances and existing planning. An analysis of your current situation will be required which may include conducting research into your existing plans. We will research your options to establish the best way forward, and prepare a report outlining ideas and options.
Reviews (1)
Roy Leach
Sep 21, 2019
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