Business Details
25 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2001, Blackstone Moregate has built a reputation as a trusted provider of independent financial advisory services. Our firm combines the expertise of chartered financial planners, tax specialists, and legal advisers to deliver personalized solutions tailored to individual client needs. With over two decades of experience, we prioritise integrity and transparency in all our recommendations, ensuring clients receive impartial advice aligned with their long-term goals. Our collaborative approach fosters lasting client relationships, supported by a commitment to ongoing service and regular plan reviews.We hold prestigious accreditations including STEP membership for trust and estate planning, Resolution accreditation for pensions and divorce, and SOLLA recognition for later-life advice. Our team's extensive qualifications and dedication to client-centric service have earned consistent recommendations from both clients and professional partners. We serve a diverse clientele, including business owners, families, and individuals with complex financial needs, helping them achieve financial freedom through strategic planning and expert guidance.
Services
Financial Planning
Tax Advice
Pension Management
Inheritance Tax Planning
Investment Strategy
Divorce Financial Planning
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in financial planning since 2001
- Our team consists of certified experts with extensive experience
- We provide transparent fees with no hidden costs
- We hold prestigious industry accreditations including STEP membership
- We maintain long-term client relationships through regular plan reviews
Associations and certifications
- STEP (Society of Trust and Estate Practitioners)
- Resolution
- Society of Later Life Advisers (SOLLA)
What people say
Level of knowledge
Sympathetic management
Complex SIPP requirement handled
Regular plan reviews
Transparent advice
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to help clients achieve their life goals. We begin by understanding your current financial situation and future aspirations through detailed consultations. Our chartered planners then develop bespoke roadmaps covering investments, pensions, and risk management. Regular reviews ensure your plan adapts to changing circumstances and market conditions.
Tax Advice
We provide specialist tax advisory services to optimise your financial position. Our experts analyse income tax, capital gains tax, and inheritance tax implications across various scenarios. We implement legitimate tax-efficient strategies while ensuring full compliance with UK regulations. Our approach balances tax savings with broader financial objectives to maximise long-term benefits.
Pension Management
Our pension specialists help clients navigate complex retirement planning requirements. We consolidate multiple pension schemes, optimise contribution strategies, and ensure compliance with evolving regulations. The service includes SIPP management, pension drawdown options, and divorce-related pension valuations. We focus on creating sustainable income streams for retirement.
Inheritance Tax Planning
We develop strategic inheritance tax solutions to protect family wealth across generations. Our planners utilise trusts, gifting strategies, and tax reliefs to minimise liabilities. We coordinate with legal professionals to ensure proper documentation and implementation. The service balances tax efficiency with clients' family legacy objectives.
Investment Strategy
Our investment advisory service creates diversified portfolios aligned with risk tolerance and financial goals. We conduct thorough market analysis and monitor investments continuously. The service includes asset allocation, fund selection, and performance reporting. We focus on achieving long-term growth while managing downside risks through strategic rebalancing.
People
Richard Hopkins
Founding Director
Chartered financial planner with STEP accreditation and Resolution membership. Specialises in trust and estate planning. Holds over 20 years' experience in financial services. Regular conference speaker and industry commentator. Focuses on holistic client solutions.
Vijay Thakkar
Founding Director
Established Blackstone Moregate in 2001. Leads company growth and technology implementation. Specialises in client-focused financial planning. Active in community philanthropy. Holds multiple industry accreditations. Ensures compliance with regulatory standards.
David Bright
Financial Planner
Specialises in retirement and later-life planning. Member of the Personal Finance Society. Focuses on inheritance tax solutions and investment strategies. Over 15 years' experience in financial services. Prior worked at major banks before joining Blackstone Moregate in 2012.
Andrew Fishtal
Chartered Financial Planner
Fellow of the Personal Finance Society. Specialises in creating tailored financial solutions. Focuses on helping clients achieve lifestyle goals through strategic planning. Holds multiple industry qualifications. Combines technical expertise with client relationship management.
Questions
What financial services do you specialise in?
We specialise in financial planning, tax advice, pension management, inheritance tax planning, and investment strategy tailored to individual client needs.
How are you different from other financial advisers?
We combine chartered financial planners with tax and legal specialists, offering integrated solutions. Our team holds unique accreditations including STEP and Resolution memberships.
Do you work with international clients?
While based in London, we primarily serve UK-based clients with complex financial needs, including business owners and families planning for future generations.
How do you charge for your services?
We provide transparent fee structures with no hidden costs. Charges depend on service complexity and are agreed upfront during initial consultations.
Can you help with pension transfers?
Yes, we specialise in consolidating multiple pension schemes and optimising retirement income strategies, including SIPP management and drawdown options.
What qualifications do your advisers hold?
Our team includes chartered financial planners, STEP members, Resolution-accredited specialists, and Society of Later Life Advisers members with decades of combined experience.
Reviews (4)
David Perry
Jan 21, 2022
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Hi have been using Blackstone Moregate for a number of years now with David Bright as my financial advisor. The service, patience and advice I have received have been incredible and my pension investments have served me very well.
Jude Hill
Jan 19, 2022
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David has dealt with my parents financial affairs for a number of years. My dad was an accountant and figures no doubt made more sense to him than they do to me! My brother and I assist mum in looking after her finances now that she is on her own. Talking finances is a daunting prospect, even more so when it's not your money, but you want the best investment/standard of living for your mum. I'm glad that mum and dad chose David to assist them when it came to managing their savings. David provides options along with their pro's and cons using simple and straightforward language.
He is patient, takes time where it is needed to ensure that you can make sense of what he has said and is a really easy guy to converse with and who knows his stuff. He is easily accessible which rare in this day and age. The whole process of looking after mum's finances would be a lot more scary had my parents not chosen to work with David in the first place. Without his guidance, as a family, we would be out of our depth.
He is patient, takes time where it is needed to ensure that you can make sense of what he has said and is a really easy guy to converse with and who knows his stuff. He is easily accessible which rare in this day and age. The whole process of looking after mum's finances would be a lot more scary had my parents not chosen to work with David in the first place. Without his guidance, as a family, we would be out of our depth.
Richard Kedar
Jan 11, 2022
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David has been invaluable helping my parents over many years giving sound financial advice. As a result of this personal professional contact I have taken David's advice over several different financial opportunities.
Ctbfut
Jan 02, 2022
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David Bright and his colleagues at Blackstone Moregate have been advising me for several years now and i am extremely happy with the guidance, we are regularly in contact and have built up a very professional relationship in that time. Ian.
