Profile

Anthony Ward
DipPFS | Director, Blackstone IFA (Midlands) Ltd (Appointed Representative) | Midlands

Reviews and Ratings for Financial adviser Anthony Ward, Birmingham
Anthony has gathered 26 years experience in the Financial Services industry and has concentrated his career advising clients on individual financial matters.
Experience

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

 

Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

 

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

 

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

 

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

 

Auto Enrolment

Get help with setting up auto enrolment as an employer, or understand any auto enrolment scheme you are signed up to as an employee.

 

Qualifications

I worked for Save and Prosper as well as GRE before becoming an IFA which then led to me to create my own business called Blackstone IFA Ltd with my business partner Chris Brennan.

Throughout my professional career I have gained extensive and varied experience, advising both businesses and their owners but also individuals and help them plan their financial future. My approach to this is to try and get them to understand ‘what their number is’.

Fees

Fees will vary from client to client, based on each client’s individual needs. For an accurate estimate of any fees involved, please contact us to explain your circumstances and what you are looking for advice on.

To give you some general guidance, for Investment and Pension advice, advisers usually charge a percentage of any amount you invest or transfer through them. This amount would typically vary between 1% and 3% of the amount invested, depending on the amount.

Should you wish to receive regular advice from the adviser, there may be an additional annual charge, usually between 0.5% and 1% p.a. Some advisers will instead offer to work for either an hourly fee or a fixed fee, or some combination of the above. Any charges would be agreed with you upfront and only applied with your explicit consent. The payments would typically be deducted from your investment or pension pot.

Since 2012, it has been prohibited for advisers to receive commissions from any investment or pension companies when recommending their products or funds – they are paid only by you, the client.

Testimony

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

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.

What were the circumstances that caused you to 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

Get in touch

I am based in the Midlands branch of Blackstone Financial Management.

MIDLANDS OFFICE

Arden Cottage
Old Warwick Road, Warwickshire
CV35 7AD

 

NORTH WEST OFFICE 

Blenheim House
Cheadle Hulme, Cheshire
SK8 7AB

If you would like us to contact you please fill out the contact form on the right and include as much information as possible.

Once we receive your request, a member of our team will be in touch as soon as possible.

Alternatively if you would like to contact Anthony directly please use the contact details below.

CONTACT DETAILS

e:  anthony.ward@blackstonefm.com
m: 07776 196873

Contact Form