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RETIREMENT PLANNING

INVESTMENT ADVICE

Our experts can recommend a suitable investment plan based on your objectives and the level of risk you want to take.

​Blackmount Private Wealth will recommend a suitable investment for your needs and objectives based on a review of the appropriate marketplace.

 

We will assess the level of risk you need to take to achieve your financial plans and consider this against a selection of vetted investment managers and portfolio options.

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The future value of investments can fall as well as rise and future growth is not guaranteed.

 

​Our independent financial advisers will also ensure your portfolio is held in appropriate 'tax-wrappers'.

 

By expertly curating the right type of accounts (eg. Stocks & Shares ISA or SIPP) for your investments, we'll obtain available tax reliefs while allowing access to any funds you might need to draw from.

As financial planners, we don’t pretend to be stockbrokers or pick funds by giving the illusion of owning a crystal ball. It is our job to determine a suitable investment and monitor its alignment with your financial plans over time.

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We take an evidence-based approach and harness the skills of proven experts. In many cases, this means constructing a portfolio for you in alliance and collaboration with market-leading investment managers – often on a ‘discretionary managed’ basis. To vet these investment managers, we use the services of Vision Investment Portal (VIP).

 

VIP carries out extensive due diligence on the Discretionary Fund Managers (DFM) operating in the UK and creates a panel of chosen firms that we can have absolute confidence in. Taking this approach allows us the benefits of deploying multiple experts and unique cost savings on the investments we recommend. Blackmount Private Wealth is independent and has the freedom to recommend investments from the whole of the UK market.

Qasim Younis standing in Blackmount Private Wealth's offices

The relationship we have with the DFMs also offers the chance to give you face time with the people running your portfolio day-to-day. This means we can build trusting relationships with the investment managers and gain real insights into the investments you own – rather than being an account number on a spreadsheet.

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A successful investment strategy is formed when your adviser understands your motivations. It goes beyond chasing growth at all costs. If you want a visionary approach to investing – let’s talk about becoming a client.

Blackmount Private Wealth can offer a range of investment solutions including:

GENERAL INVESTMENT ACCOUNTS

BUSINESS RELIEF (BR) QUALIFYING PORTFOLIOS

ISA

ENTERPRISE INVESTMENT SCHEMES (EIS)

PERSONAL PENSION AND SIPP

SHARIAH-COMPLIANT INVESTMENTS

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 tax, trust, and some forms of Inheritance Tax planning.

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OPENING HOURS

4 Newton Place

Glasgow

G3 7PR

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

The information or guidance contained within this website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK. Blackmount Private Wealth Limited provides independent financial advice services and makes product recommendations based on the whole of the relevant UK market.

 

Blackmount Private Wealth Limited is registered in Scotland (registration number SC724182). Registered office: Clyde Offices, 48 West George Street, Glasgow. G2 1BP.

 

Blackmount Private Wealth Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting the Financial Services Register here.

© 2023-2025 BLACKMOUNT PRIVATE WEALTH

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