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Black Lion Wealth Management logo logo
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Black Lion Wealth Management

Multiple locations

(2)
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‘20 Certificate of Excellence, 2020

About

We help you who have lost confidence in financial advisers and financial planners. We live in volatile times, and Financial Planning or Wealth Management can be complicated.

With the markets moving faster than ever before, it's hard to know where to focus your attention.

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6 hires on Bark

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Reviews (2)

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4.5/5

2 customer reviews

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4 October 2022

Financial Advisors

Very quick to respond and professional company

5 December 2019

Black Lion wealth was great from start to finish.

My first meeting was free, and charges are transparent. No doubt they will be my advisors for the future until retirement and beyond.

Q&As

I am genuinely committed to helping hard-working people like you to get the best options on your insurance, pensions and investments. You would prefer to get on with your career, grow your business, or benefit from family and leisure time with as little stress and worry as possible.

The belief that I can provide a great long term service to clients.

• We are confident that we will deliver a high-quality service that will be amongst the best in the financial services industry

• We continually strive to improve our personal development

• We follow the principles of treating customers fairly set out by the Financial Conduct Authority

• We treat our clients as we would like to be treated.

Our 4-step approach to financial planning:

We Understand YOU
• By gathering information from you, we always find out about any plans you already have in place

• We explore your attitude to risk and return, your goals and objectives, and build a picture of what you want to achieve

• At this stage you find out what to expect from us

• We do not charge you a fee at this stage

We Plan for YOU
• We’ll go away and research various scenarios and how to make the most out of your existing arrangements

• We’ll then recommend how you can build on your existing plans, so you have the best chance of achieving your goals

We Implement for YOU
• We do all the heavy lifting on your behalf – like what we do for all our other clients. This saves you time and effort.

We Refine YOUR plans
• Nothing stands still. We will sense check the progress of your plans regularly, we suggest this is done once a year

• We will update you on legislation, taxation or you will update us on changes to your circumstances

Services

Full regualted Pensions Consolidation Advice.

Fully regulated Pension Transfer Advice.

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