Working with our clients’ legal advisers has always been a key part of our business here at Blackstone Financial Management Ltd. Whether it is something as simple as sending your local solicitor a list of your life assurance policies when you’re making a will – or working with the specialist estate planning department of one of the UK top 50 law firms – we have the expertise and the experience needed to guarantee that your financial planning exactly complements your legal adviser’s recommendations.
In the unfortunate event of a marriage break-up we have extensive experience in the areas of pensions and divorce and pensions sharing. We’ve been working alongside solicitors to pursue personal injury claims for many years. And our specialist investment department has produced consistently above-average returns on investments for trustees.
If you own a business – or if your personal financial affairs are complex – then often your financial planning cannot be arranged without reference to your accountant.
Here at Blackstone Financial Management Ltd, we recognise and welcome that fact. We work with hundreds of business owners and high net-worth clients and working with their accountants has always been an integral part of our financial planning process. Whatever your accountant’s recommendations, our expertise and experience guarantees that your financial planning will complement them.
That’s why we have developed – and continue to develop – close working relationships with firms of accountants throughout the UK.
We have expertise across the whole range of corporate financial planning – from keyman insurance and shareholder protection to corporate pension schemes for both directors and employees. With the introduction of auto-enrolment in October, we’re now also working closely with accountants and their clients to make sure that their plans for auto-enrolment are both cost-effective and compliant.
At Blackstone Financial Management Ltd, we will work with you and your accountant – not only to help you grow your business, but also to make sure that you receive the maximum benefit from the eventual sale of the business.