Blackstone Moregate
Blackstone Moregate is a financial consulting firm based in London, England. They provide a range of financial services to their clients, including investment advice, wealth management, and financial planning. With a team of experienced professionals, Blackstone Moregate is dedicated to helping their clients achieve their financial goals.
Introduction to Blackstone Moregate
Blackstone Moregate is a leading financial services company based in London, England. Established in 2007, the company has been providing expert financial advice and consultancy services to clients across the UK. What sets Blackstone Moregate apart from its competitors is its team of experienced financial consultants who provide tailored solutions to meet the unique needs of each client.Services & products
Blackstone Moregate offers a wide range of financial services, including investment management, tax planning, and retirement planning. The company also provides consultancy services to businesses looking to improve their financial performance. Clients can expect to receive expert advice and guidance from Blackstone Moregate's team of highly skilled financial consultants.Location
Located on the 9th floor of 30 Crown Pl in London, Blackstone Moregate is situated in the heart of the city's financial district. The area is home to many businesses, including banks, law firms, and accounting firms. Clients can expect to experience the hustle and bustle of city life while enjoying easy access to nearby public transportation options. The three closest stations are Liverpool Street Station (0.2 miles), Moorgate Station (0.3 miles), and Old Street Station (0.5 miles).Benefits
Clients who choose Blackstone Moregate can expect to receive personalized financial advice and solutions that are tailored to their unique needs. The company's team of experienced financial consultants work closely with clients to understand their goals and develop strategies to help them achieve financial success. Blackstone Moregate's commitment to excellence and customer satisfaction sets it apart from others in the industry.Good to know
Clients should be aware that Blackstone Moregate's services are primarily geared towards high net worth individuals and businesses. The company may not be the best fit for those looking for basic financial services.Reviews
Customers praise Blackstone Moregate for its exceptional customer service and expertise in the financial services industry. Many clients have reported significant improvements in their financial performance after working with the company. Overall, Blackstone Moregate has a reputation for providing top-notch financial advice and solutions that help clients achieve their goals.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning.What experience do your financial consultants have?
Our financial consultants have years of experience working in the financial industry and hold relevant qualifications. They are knowledgeable and skilled in providing financial advice and creating customized plans for our clients.How do you charge for your services?
We charge a fee for our services, which is based on the complexity and scope of the work we do for our clients. Our fee structure is transparent, and we work with our clients to ensure that they understand the costs involved before we begin.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients. We have a track record of helping our clients achieve their financial goals, and we are happy to share their success stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client is unique and has different financial goals and needs. That's why we take the time to get to know our clients and understand their financial situation, risk tolerance, and long-term goals. Based on this information, we create customized financial plans that are tailored to meet their specific needs and help them achieve their goals.Reviews
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Bill Swainson
Over the years I have received meticulous and high quality advice from Blackstone Moregate, who most recently steered me through the complex business of setting up an annuity. My thanks to the whole team.
30-04-2023
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Hugh Arnott
I have been a client of BM for about 25 years. I think that says it all really! Through the different phases of my financial life they have given sound advice and I am now reaping the benefits of the long term plans we set in place all those years ago. Recommended!
28-11-2022
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Fiona Strachwitz
I was in a position to invest some inheritance as was recommended to contact Blackstone Moregate. I cannot be more confident and happier with the service that I have been given. I have been guided through the process of investments and anything that I am unsure about or have any questions they always take the time and trouble to ensure that I fully understand my queries. I cannot recommend them highly enough.
28-10-2022
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Valerie Crosthwaite
I would like to recommend Vijay and his teams’ financial services. Vijay has been advising my father for many years and set up a portfolio to help minimise IHT as much as possible Sadly my father died recently leaving a quite a complicated estate with me as executor to his will. I have no previous experience in finance and without the superb support of Vijay and Andy I would have really struggled. They were so patient with my many queries . Nothing was too much trouble. Their wonderful secretary Janet was also a huge help in closing down his many accounts.
28-06-2022
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David Perry
Hi have been using Blackstone Moregate for a number of years now with David Bright as my financial advisor. The service, patience and advice I have received have been incredible and my pension investments have served me very well.....
28-05-2022
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CTBFUT
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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C Young
Positive: Responsiveness
28-05-2022
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David Hey
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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Sara Levine
I have been very happy with David bright at Blackstone Moregate. He doesn't mind at all if you have no understanding of finance and he has done very well for me. I thoroughly recommend him.
28-05-2022
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Jude Hill
David has dealt with my parents financial affairs for a number of years. My dad was an accountant and figures no doubt made more sense to him than they do to me! My brother and I assist mum in looking after her finances now that she is on her own. Talking finances is a daunting prospect, even more so when it's not your money, but you want the best investment/standard of living for your mum. I'm glad that mum and dad chose David to assist them when it came to managing their savings. David provides options along with their pro's and cons using simple and straightforward language. He is patient, takes time where it is needed to ensure that you can make sense of what he has said and is a really easy guy to converse with and who knows his stuff. He is easily accessible which rare in this day and age. The whole process of looking after mum's finances would be a lot more scary had my parents not chosen to work with David in the first place. Without his guidance, as a family, we would be out of our depth.
28-05-2022
