We help you achieve financial freedom

Discover how

ABOUT US

We provide Financial, Tax and Trust expertise for planning your future

You want to feel secure, happy and fulfilled. Financial planning can help you get there.

At Blackstone Moregate, we help you achieve your goals and dreams by keeping you at the centre of everything we do.

You want an adviser you can trust and who understands your needs. We help you achieve the life you want by listening to your goals and aspirations, understanding where you are now, and designing and implementing your financial plan. We mix the skills and experience of highly qualified financial planners, tax and legal advisers in a fully integrated service. Once your plan is set up, we review it regularly to ensure you get the financial freedom you desire.

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WHY US

Impartial, Different & Specialist Financial Advice

Aligning your savings, investments and pensions to provide what you need

ABOUT US

Helping you achieve financial freedom

WHO WE HELP

Carefully considering every aspect of your finances

SEE OUR APPROACH

OUR TEAM

We are the sum of our people

Strong teams build lasting client relationships. That’s why we pride ourselves on our collaborative approach. As we’ve grown, we’ve retained many of our original clients, advisors, and support staff. Together,  we support our clients with passion, empathy, and a shared commitment to success. Discover the power of teamwork today.

MEET THE REST OF THE TEAM

Richard Hopkins

Founding Director

Vijay Thakkar

Founding Director

David Bright

Financial Planner

Andrew Fishtal

Chartered Financial Planner

WHO WE HELP

The kind of people we work with

Personal Wealth
Young Families
Business Owners
Trustees
Vulnerable Clients
Divorce

Blackstone Moregate has a deep knowledge of working with people who are creating and have generated wealth with a keen interest in managing their financial affairs

Looking for work/life balance
Need financial structure and management
Invest surplus income and assets in a tax efficient way

Sounds like you?

If you need help getting your financial house in order, schedule a consultation with one of our friendly team.

our approach

Planning your finances is a four step process. Here's how we work with you

01
STEP 01

Understanding you

We start with an initial discussion that helps us understand if we can help you and how. If so, we hold a meeting, aiming to fully understand your situation, needs and concerns.

We then gather details of your personal and financial circumstances, including your existing assets and attitude to risk. This provides the foundation for our consultative…

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02
STEP 02

Getting your plan right for you

We start with an initial discussion that helps us understand if we can help you and how. If so, we hold a meeting, aiming to fully understand your situation, needs and concerns.

We then gather details of your personal and financial circ…

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03
STEP 03

Getting your plan right for you

No-one wants to be bombarded with waffle – you want to understand your financial plan clearly and easily. We present our recommendations in a simple and straightforward way, with no financial jargon.

After discussing our recommendations and checking the…

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04
STEP 04

Ongoing service

The value of financial planning is in the ongoing relationship that we build with you.

We review your finances regularly as your goals and priorities may change over time. We also consider any tax or legal changes and the impact these may have to your plan. This close monitoring ensures you keep your plans on track.

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TESTIMONIALS

Kind words from our customers

Read all reviews

Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

Get your Financial House in order