Our guiding mission is to collaborate with and inspire our clients to attain their financial goals for the benefit of the individual, their families, and society.
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We believe in a person-centred approach to financial planning. This means you are placed at the heart of everything we do. Any products, investments, or strategies we recommend are designed to be the best for you and your family. As independent financial advisers, we are not committed to any product providers so the recommendations we make are not restrained in any way.
Simplicity is important to us.
We make sure planning your finances and taking advice is enjoyable.
Our services centre around holistic financial planning with specific advice on:
This is personal. On the approach to retirement, your present and future lifestyle need to be considered and quantified. Our expert advisers sit down with you and talk through the various aspects of retirement, so we all understand and agree on what a good retirement looks like for you.
If your financial plan is a journey, investments are the fuel that powers your motion. Like with any journey, you are faced with endless options in terms of the destination, route, vehicle, and fuel. Our purpose is to recommend the best option for each of these according to your personal goals.
We have all witnessed the impact unforeseen events can have on incomes and financial security. Whether it’s a financial crisis, global pandemic, or family illness, sometimes life throws us a curveball. All you can do is prepare. Our advisers will ensure you, your family, and/or your business have suitable protection in place against life’s uncertainties.
You need to have the right strategy in place to manage the tax you pay. Not only does the tax status of your wealth impact the resources available for the life you lead now, but it also affects the legacy you leave for loved ones. Left unchecked, your family could be left with considerable inheritance tax (IHT) bills on your death.
The value of investments can fall as well as rise. Growth is not guaranteed. The treatment of tax will depend on your personal circumstances. This may be subject to change and impact the benefits to you. The FCA does not regulate Inheritance Tax Planning, Tax and Trusts.
Blackmount Private Wealth is an inclusive business. We recognise that everyone can benefit from impartial, expert financial advice.
If you feel the need to develop a financial plan, maximise your wealth, and make a difference in the lives of you and those around you – let’s talk about becoming a client.