How we work

Financial planning doesn’t need to be complex. Our structured yet flexible approach keeps things simple, and ensures your unique needs and goals are at the centre of every decision.

How we work

Step 1

Initial consultation

Your journey begins with a no-obligation meeting to understand your financial situation and goals.

During this meeting, we discuss your current circumstances, future aspirations, and any specific concerns you may have about your finances.

Step 2

Information gathering

To help us provide truly personalised advice, we conduct a thorough review of your current financial situation.

This involves reviewing your assets, liabilities, income, and expenditure, giving us a detailed picture of your finances, and helping us identify potential areas for improvement.

Step 3

The financial plan

Based on our analysis, we create a tailored financial plan that’s aligned with your objectives.

In a follow-up meeting, we talk you through the plan in detail, including the recommendations we’ve made and how we’ve taken into account your appetite for risk.

Step 4

Implementation

With your approval, we speak to the relevant third parties to put the agreed-upon strategies into action.

Our specialists handle all the necessary paperwork, liaise with third parties, and fully manage the transition of your assets to new products or providers.

Step 5

Ongoing reviews

Our relationship doesn’t end after implementation. Instead, you’ll get regular support to ensure your plan stays effective.

Through regular review meetings, we assess performance, discuss any life changes you might be going through, and make all necessary adjustments to keep your plan on track.

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

Dale Webb

With Blackstone’s guidance, we turned day-to-day living into long-term planning.

Jill Scorer

I didn’t know where to start after my divorce, but Chris provided the calm, balanced advice I needed.

Dominic Gill

Blackstone gave us the confidence to turn our hard-earned success into a secure financial future.

Phil Cardwell

After decades of advice, Chris continues to provide impeccable guidance and support for me and my family.

Jo Hudson

Anthony’s advice has always been clear, trustworthy, and focused on helping me achieve my goals.

Phil & Michele

Chris is approachable, reliable, and always tailors his advice to what matters most to us.

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

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.

Tell me more

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.

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