Blacktower Financial Management Limited
Fetcham
Fetcham
Blacktower Financial Management was formed in 1986 to provide independent wealth management advice and a bespoke service for individual clients. Having celebrated more than 30 years in business, our independent financial advisers continually keep pace with the changing needs of our customers, regulations and legislation.
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What do you love most about your job?
Helping my clients and their family secure their financial future.
What inspired you to start your own business?
Having previously provided my advice on behalf of a small boutique IFA firm is realised that I wanted to provide a better and more personalised service to my clients.
Why should our clients choose you?
Longevity within the profession as well as being able to provide FCA regulated advice and advice for residents of the EU/EEA which, since BREXIT, has not been possible by a UK firm unless they are also regulated within the EU.
Can you provide your services online or remotely? If so, please add details.
I provide services online, telephone and in person. Where possible I like to provide services in person as this makes things easier to discuss often quite complex and personal situations.
What changes have you made to keep your customers safe from Covid-19?
When the rules have been to work from home, our office has been closed for face to face meetings and so online meetings have become common place. This has actually helped to reduce costs for clients so in some way, a benefit.
Lump Sum and Regular Investments
Pensions
Pension Transfers and Switches
Protection
Inheriatance Tax Planning
International Financial Planning
Cross-Border Financial Planning
