Financial planning
Although not authorised to give financial advice, we recognise the
need within the Bar for good financial planning. Ascot Drummond have
therefore teamed up with Blackstone Moregate Financial Services, a
specialist firm of Independent Financial Advisers to support our Bar
clients with all their financial planning needs.
| Blackstone Moregate have considerable experience of working
with the legal and accountancy profession and are members of SIFA
an organisation that supports IFA’s working with solicitors and
accountants. |
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Like Ascot Drummond Blackstone Moregate are interested in building
long term relationships with their clients, not selling products.
These services are backed by the knowledge, expertise and experience
of some of the UK’s most highly qualified independent financial advisors.
Service areas include (links below are to the Blackstone Moregate
website):
To learn more about their various services, please visit their website.
Initial consultation meetings with Blackstone Moregate are free -
then, if you decide to use them as your IFA, they will agree their
fees with you.
If you would like to organise an initial meeting with a representative
of Blackstone Moregate please speak to your Ascot Drummond contact
who will be happy to make an introduction.