Your plan. Our action.
Your peace of mind.

Don’t leave your financial future to chance. Take control of it yourself by getting the right experts on your side. Whatever your personal or professional background, our experienced specialists will help you grow your wealth and find contentment that endures.

Why choose us

Who we help

Business owners

Your business isn’t just your main source of income, but your legacy. With our help, you’ll maximise your financial potential and secure a strong future for you and your loved ones.

Senior managers
and directors

As a top executive, you need a financial partner who understands your unique position. Together, we’ll translate professional achievements into lasting financial security and growth.

Young professionals

It’s never too early to lay the foundations for lifelong success. Our expert team will help you navigate career challenges, manage debt, and start growing your wealth the right way.

Retirees

Retirement should be a time of happiness and contentment, and with us by your side, it can be. Get the dedicated guidance you need to preserve your wealth and savour your prime years.

What clients say

Discover the Blackstone difference, as described by those who’ve benefited from it. In their own words, people like you reveal how their lives have been transformed with our expert help.

Our clients speak

Phil Cardwell

After decades of advice, Chris continues to provide impeccable guidance and support for me and my family.

Jill Scorer

I didn’t know where to start after my divorce, but Chris provided the calm, balanced advice I needed.

Jo Hudson

Anthony’s advice has always been clear, trustworthy, and focused on helping me achieve my goals.

Dominic Gill

Blackstone gave us the confidence to turn our hard-earned success into a secure financial future.

Dale Webb

With Blackstone’s guidance, we turned day-to-day living into long-term planning.

Phil & Michele

Chris is approachable, reliable, and always tailors his advice to what matters most to us.

97.960%

of clients believe that working with us has helped or will help them achieve their financial goals

95.830%

of those who answered definitively would recommend us to their friends, family or colleagues

1000%

of clients were satisfied that we understood their needs and objectives

Testimonial #5

What were the circumstances that caused you to initially look for a financial adviser?

Chris Brennan has been my adviser for over 15 years and was recommended by my previous adviser when he retired.

How has Chris Brennan helped you?

His advice is well researched for for changing needs and he explains everything thoroughly. He is always available to answer any queries no matter how small.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He could not do any more , I am totally satisfied with his service. Reliable and trustworthy.

Testimonial #1

What were the circumstances that caused you to initially look for a financial adviser?

Our Furniture Company Stocktons was doing incredibly well and my parents suggested I talk to their Financial adviser as I had just got married had a child and one on the way

How has Chris Brennan helped you?

He put all my affairs in order.He made very helpful financial suggestions.Wasn’t pushy at all just laid out all the ideas out and gently suggested what would work best in my circumstances

Have you seen the outcome you were hoping for?

Yes totally in fact I wont make a financial decision without consulting him first.Also recommended him to all my family and friends who are of the same opinion. He is a fabulous financial adviser. I call him Guru

What could they have done better?

Nothing really he always replies to my Financial questions extremely fast even when he is on holiday

Testimonial #2

What were the circumstances that caused you to look for a financial adviser?

Originally retirement planning and long term investment advice. Anthony was contracted by my employers to supervise and advise employees about the company pension scheme and to assist with any pension related advice on an individual basis.

How has Anthony Ward helped you?

Recommended several methods by which taxation could be optimised, and transferring several pensions from previous employments into a single consolidated plan. I was impressed and engaged him to advise my wife and I on a private basis. He started with a full review and then recommended establishing a power of attorney by my daughter and a will, both of which were set up by my solicitor. She was impressed by the questions and briefing that Anthony had provided and our confidence in him grew. He was key to a private share sale, and placed monies into several accounts, some short term, instant access for CGT and income tax, others with long term. His estimate of tax liability was spot -on. He has also assisted with advice on car purchase.

Have you seen the outcome you were hoping for?

It has exceeded, way above expectation, and we have felt protected throughout. So much so that I have recommended him to several trusted friends and colleagues, something that I would not do lightly given the risk associated with personal money. We hold regular reviews and change portfolio items based around performance projections.

What could they have done better?

Can’t think of anything

Testimonial #4

What were the circumstances that caused you to initially look for a financial adviser?

To be more effective with my investments, pensions and investment planning

How has Anthony Ward helped you?

Multiple ways – from pensions and inheritance tax planning for us, long term care planning for an elderly parent and now mortgage advice for children. What is absolutely critical is the holistic approach that Anthony offers – understanding and working with all aspects of financial planning, having the big picture and now providing advice for adult children, reliability and trust is everything

Have you seen the outcome you were hoping for?

Yes – this is a long term partnership

Testimonial #3

What were the circumstances that caused you to initially look for a financial adviser?

I retired and it was fairly obvious that my pension and my partner’s pension were in need of some professional advice. Our accountant had recommended Chris to us at this stage.

How has Chris Brennan helped you?

He advised with no pressure what we should do with our pensions and investments giving many alternatives that he felt were suitable. In my case he identified a serious case of malpractice and resolved the issue to a most satisfactory conclusion. The work was difficult and I felt it was carried out at a very high professional level.

Have you seen the outcome you were hoping for?

Very much so – the pensions and investments are working well for us and are kept under constant review with at least annual adjustments if necessary.

What could they have done better?

Nothing could have been done better in my mind – I am 100% happy. I have now recommended many others including family and friends to speak with Chris.

Testimonial #6

What were the circumstances that caused you to look for a financial adviser?

Pension planning and investments

How has Anthony Ward helped you?

Anthony goes above and beyond to assist in many areas. Anthony, has helped to get my pension accounts transferred over after a very difficult divorce and complicated financial matters. Sometimes just offering a phone call to check in and make sure I was happy with the services provided.

Have you seen the outcome you were hoping for?

I have been very happy and comfortable with the outcome so far.

Resources

When it comes to growing your wealth, knowledge is power. Our free resources are carefully crafted to help you gain valuable wisdom and make smarter choices with your money.

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How we work

Step 1

Initial consultation

Your journey begins with a no-obligation meeting to understand your financial situation and goals.

Step 2

Information gathering

To help us provide truly personalised advice, we conduct a thorough review of your current financial situation.

Step 3

The financial plan

Based on our analysis, we create a tailored financial plan that’s aligned with your objectives.

Step 4

Implementation

With your approval, we speak to the relevant third parties to put the agreed-upon strategies into action.

Step 5

Ongoing reviews

Our relationship doesn’t end after implementation. Instead, you’ll get regular support to ensure your plan stays effective.

Our team

Behind every successful financial strategy is a team of passionate experts. Get to know the faces of Blackstone Financial Management – your partners in achieving lasting financial success.