Business Details
12 Years
experience
Independent Financial Advisers in Gloucester
Founded in 2014, Blackfriars Wealth Management delivers independent financial advice rooted in personalized service and client-centric values. Our director, Mark Williamson, brings over 16 years of industry experience, having previously worked with NatWest Bank and a national IFA firm. Holding a Level 4 Diploma in Financial Planning alongside specialist qualifications in mortgages and equity release, we prioritize tailored solutions for retirement planning, family protection, and investment strategies. Our approach emphasizes long-term client relationships, regular portfolio reviews, and clear communication free of financial jargon. Regulated by the Financial Conduct Authority, we combine regulatory compliance with a commitment to ongoing professional development, including pursuit of Chartered status.Based in Gloucester, we serve clients across the Cotswolds and surrounding regions, offering both personal and corporate financial planning services. Our expertise extends to navigating complex pension legislation, designing employee benefits packages, and providing critical illness cover. With a focus on transparency and trust, we ensure clients receive impartial advice aligned with their unique circumstances. Our office manager, Louise Williamson, supports seamless operations, ensuring clients experience professional service from initial consultation to ongoing support. By maintaining rigorous compliance standards and prioritizing client education, we empower individuals and businesses to make informed financial decisions.
Services
Retirement Planning
Family Protection
Investments
New ISA
Inheritance Tax Planning
Group Pension Schemes
Employee Benefits
Keyman Insurance
Shareholder Protection
Relevant Life Policies
Details
- Year established: 2014
Highlights and features
- 16 years of financial services experience with Level 4 qualifications
- Tailored advice removing financial jargon for client clarity
- FCA-regulated with rigorous compliance standards
- Regular investment reviews for long-term financial goals
- Proven track record with local Gloucester businesses
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Retirement Planning
We provide comprehensive retirement planning services tailored to individual circumstances. Our FCA-regulated advisors help clients navigate changing pension legislation, optimize contribution levels, and select appropriate investment vehicles. Regular portfolio reviews ensure clients remain on track to achieve their desired retirement income while maintaining suitable risk profiles.
Family Protection
Our family protection services safeguard loved ones through bespoke life assurance and income protection policies. We help clients ensure financial security for dependents in case of unexpected events, covering mortgage payments and living expenses. Policies are tailored to individual family circumstances and employment situations.
Investments
We offer investment management services covering accumulation, management, and decumulation phases. Our advisors evaluate portfolio diversification, tax efficiency, and risk profiling while ensuring competitive charging structures. Clients receive ongoing support to optimize investment performance within regulatory frameworks.
New ISA
Our NISA services maximize tax-efficient savings through flexible investment vehicles. Advisors help clients optimize annual allowances, select appropriate investment vehicles, and ensure cost-effective management. We provide ongoing portfolio reviews to maintain alignment with financial goals and risk tolerance.
Group Pension Schemes
We assist businesses with auto-enrolment pension schemes and employee benefits packages. Our services ensure compliance with The Pensions Act 2008, manage staging dates, and provide regulatory guidance. Employers receive tailored solutions to meet legal obligations while supporting workforce financial wellbeing.
People
Mark Williamson
Director & Independent Financial Adviser
Mark founded Blackfriars Wealth Management in 2014 after 16 years in financial services. He holds a Level 4 Diploma in Financial Planning and specializes in personalized retirement strategies. His approach focuses on long-term client relationships and jargon-free communication.
Louise Williamson
Office Manager
Louise joined the team in 2021, bringing accounting expertise to ensure smooth office operations. With a Bachelors Degree in accounting, she manages administrative functions and client events while maintaining financial records with professional precision.
Questions
What personal financial services do you offer?
We provide retirement planning, family protection, investment management, ISA accounts, and inheritance tax planning services tailored to individual client needs.
How do you differ from other financial advisers?
Our personalized approach removes financial jargon, focusing on long-term relationships and regular portfolio reviews. We combine FCA regulation with 16+ years' industry experience.
Can you help with corporate financial planning?
Yes, we offer group pension schemes, employee benefits, keyman insurance, and relevant life policies for businesses, ensuring compliance with pension legislation.
Are you regulated by financial authorities?
We are an Appointed Representative of Vision Independent Financial Planning Ltd, Authorised and Regulated by the Financial Conduct Authority (FCA).
How are your fees structured?
We provide transparent fee structures during initial consultations. Charges vary by service complexity, with all costs clearly explained before any commitment.
