About Blackstone Moregate

Blackstone Moregate are Independent Financial Advisors, based in the City of London. We help individuals and companies plan their futures. Working with our Chartered Accountant partners at Blackstone Franks, we provide our clients with unique advice.

Why is our advice unique?

Our firm brings together under one roof the experience and expertise of some of the UK’s most highly qualified financial and tax advisors. This merging of financial planning and tax advice, what we call ‘holistic planning’, offers you a seamless integrated personal advisory service. Blackstone Moregate specialise in pensions and investments, whilst our partners Blackstone Franks are experts in Inheritance Tax and taxation. You can read about Blackstone Franks Chartered Accountants LLP, here.

Who we advise

Our clients are successful individuals, from all walks of life, who have an active interest in their financial affairs and understand money. However, they lack the time, knowledge and skill to manage their affairs effectively on their own.

Our clients’ success has driven ours. Since our founding in 2001 we have continued to grow.

Do you like the idea of holistic financial planning? Are you looking for a personal financial advisory firm that does not just sell you products? One who listens to your individual concerns in order to understand your needs? If so, please contact us