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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.
In your corner, every step of the way
Even if you have a long list of career achievements, looking to your financial future is often like entering uncharted waters. Juggling the demands of your senior role with trying to devote some attention to your personal finances can leave you feeling stretched thin.
So imagine the sense of calm and control you’d experience if you had a plan that outlined how you could pay less tax and boost your wealth.
Our mission is to be your trusted partner in finding the right balance between professional success and personal prosperity. Under our expert care, you’ll be able to worry less and enjoy life more.
What we do
Produce a financial plan that reveals the big picture
Don’t let your busy schedule leave your personal finances lagging behind. An in-depth financial plan, like the ones we create for ambitious professionals like you every day, can provide a clearer view of your current wealth. Then, together, we can identify opportunities for growth and make exciting decisions about your financial future with the fullest confidence.
Audit and streamline your pensions and investments
You’ve probably accumulated several different pension pots over the course of your career. Would combining these make matters easier? And are the assets invested in them working as hard for you as they could be? Our experts will help you find the answers to these questions and more, then make any necessary adjustments to ensure your portfolio delivers the right results.
Preserve your wealth for future generations
As your wealth grows, so does the potential effect of Inheritance Tax on your estate. Our team specialises in helping senior executives navigate the many different complexities of this. With your permission, we’ll put in place strategies that effectively minimise your tax liabilities, ensuring more of your hard-earned wealth goes to the people who mean the most.
Help you put the necessary safeguards in place
Senior executives are under so much pressure to concentrate on the here and now that their futures often get neglected. Don’t let the same thing happen to you. Alongside trusted third parties, we’ll help you create or update essential documents like wills and Lasting Powers of Attorney. These provide the peace of mind of knowing that your wishes will always be respected.
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
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.
View resourcesHow we work
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.
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.