Chris has enjoyed a successful and diversified career spanning over 28 years in the Financial Services industry gaining invaluable experience during his employment with a National Stockbroker, Investment House, Corporate Pensions Specialist and Private Bank.
Anthony WardDipPFS - Director, Blackstone IFA (Midlands) Ltd (Appointed Representative)
Anthony has gathered 26 years experience in the Financial Services industry and has concentrated his career advising clients on individual financial matters.
Leon NesbittDipPFS - Director, Bluerock Wealth Management Ltd (Appointed Representative)
Leon founded Bluerock in 2012. He provides tailored, professional wealth management services, specializing in investment advice and tax planning. He has over 20 years experience in the financial services industry.
Joe DervinDipPFS CeMap - Director, Joseph Dervin Ltd (Appointed Representative)
Joe has specialised as an independent financial adviser in serving the medical and dental professions and that of other high net worth professionals.
Kerry has 20 years’ experience in financial services and has held a role in Paraplanning since 2006. Having worked with a variety of financial planners during her career so far, has a wide experience in all areas of planning. Kerry holds the Financial Planning Diploma, has attained the Advanced Personal Tax & Trust qualification and is currently working towards achieving the Advanced Diploma in Financial Planning.
0161 482 8285
Mark PerratonTechnical Analyst/IFA
Mark began his career in financial services in 1987 after graduating from University College London with a BSc in Microbiology.
Mark has been involved in report writing and technical support roles, although he does have a number of his own clients. He joined Blackstone Financial Management in April 2020 as a Technical Analyst/IFA, mainly involved in supporting Anthony Ward with his clients in the West Midlands
Sara CantorOffice Manager/Paraplanner
Sara has been with the company since 2008 and has worked in the financial services industry for over 20 years, garnishing experience across a wide range of roles. Sara is responsible for the day to day office management whilst also providing paraplanning support to the registered individuals at the firm. Sara is working towards completing her Level 4 qualification in Financial Planning.
0161 482 0149
Claire ButterworthSenior Administrator
Claire joined us in January 2017 and has worked in the financial services industry for over 20 years, and provides office based support to our advisers.
0161 482 8285
Max McGrealJunior Administrator
Max started with the company in January 2020 as a junior administrator and is being trained in house. He is currently assisting Claire with admin and provides support for both the paraplanners and advisers. Max is keen to learn and progress through his exams.