Blackstone Partners

At Blackstone Partners, we are a team of highly qualified, dedicated, Independent Financial Advisers, offering impartial and tailored advice. Our mission is to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives.

Our Services

We understand that every individual has unique financial goals and aspirations. That's why we offer a range of services designed to help you achieve financial freedom and security. Our expert financial advisers will work closely with you to understand your goals, risk tolerance, and investment horizon, and then create a personalized financial plan tailored to your specific needs.

Our services include:

• Financial Planning: We'll help you create a comprehensive financial plan that takes into account your income, expenditure, assets, and liabilities, and provides a clear roadmap for achieving your financial goals.
• Retirement Planning: Our expert advisers will help you plan for a comfortable retirement, taking into account your pension plans, income, and expenditure, to ensure that you can enjoy your golden years with confidence.
• Investment Planning: We'll help you create a diversified investment portfolio that aligns with your risk tolerance and financial goals, and provides a steady stream of income.
• Contingency Planning: Our team will help you prepare for the unexpected, with contingency plans that ensure you're protected against unforeseen events such as illness, injury, or death.

What Our Clients Say

At Blackstone Partners, we're proud of the relationships we've built with our clients over the years. Here's what some of our satisfied clients have to say about our services:

• "The whole team conducts themselves with uncompromising integrity at all times, with my best interests at the forefront of their considerations." - Keith Richards, Newport, South Wales
• "I feel their dedication is unsurpassed, and their clients are the beneficiaries of this. Their experience and knowledge has ensured that my immediate and long-term financial future is secured." - W Johnson, Bath
• "I have found them very patient in dealing with clients who are ponderous and confused. This is combined with a gentle and sober discussion of the various options open to us, and a reassuring ability to answer every question." - Professor Graham Room, Bath

Case Studies

At Blackstone Partners, we're proud of the work we've done to help our clients achieve their financial goals. Take a look at some of our case studies to see how we've helped individuals and families like yours:

• Dave and Sheila's Retirement Planning
• Richard's Retirement Planning
• Brian and Eileen's Simplified Money Management
• John and Rosemary's Investment Review
• Steve and Jenny's Care Fee Planning for their Mother

Get in Touch

If you're looking for expert financial advice that's tailored to your unique needs and goals, get in touch with us today. Our team of experienced financial advisers is here to help you achieve financial freedom and security.