This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
How we charge
Understanding the true cost of financial advice is crucial. Find out more about the value you’ll get from working with us, and what we deliver in return.
How does Blackstone approach fees?
It’s our view that financial planners should build trust and demonstrate the advantages they offer before asking for any financial commitment from you, the client.
That’s why we provide three crucial financial planning services completely free of charge.
You won’t pay a penny for your initial consultation with us or for any subsequent information-gathering work we carry out. Our team will even produce a full financial plan, complete with expert recommendations, at no cost to you.
Our approach is designed to allow you to get to know us and feel confident in our ability before you make any decision about moving forward with us.
What will you be asked to pay for?
As our client, you’ll be charged for two key stages of the financial planning process:
Implementation
A one-off fee, covering:
- Producing a financial plan
- Discussing the plan with you and amending it if needed
- Putting the agreed plan into action by handling paperwork, setting up accounts, and liaising with providers.
Ongoing reviews
An annual fee deducted from the portfolio we manage for you, covering:
- Continually monitoring your portfolio
- Holding regular review meetings with you to discuss performance
- Making any necessary adjustments to your portfolio.
This straightforward approach to costs allows us to give you the expert guidance you need, when you need it most.
Is financial planning good value for money?
Research by Vanguard suggests working with a financial planner can add around 3% net returns to your assets. But the relatively small sum you’ll pay for a comprehensive and regularly reviewed financial plan will provide value that goes far beyond the merely monetary.
By putting in place a financial plan, like the ones we create for our loyal clients every day, you’ll feel less stressed and more confident about your financial future. And you’ll enjoy the freedom to spend more time focusing on the things that truly matter in life, and less time on the things that don’t.
Independently recognised excellence
Our commitment to client satisfaction is demonstrated by our many positive reviews on VouchedFor, the UK’s leading independent review platform for financial planners and advisers. With our services being praised by scores of happy customers and vetted by a trusted source, it’s clear you can choose Blackstone with the fullest confidence.
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
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