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Wealth and Financial Planning
Although we are not authorised to give financial advice, we recognise the need within the Bar for good financial planning. MBA have teamed up with Blackstone Moregate, a specialist firm of Independent Financial Advisors to support our Bar clients with all their financial planning needs.
Blackstone Moregate have considerable experience of working with the legal and accountancy profession and are members of SIFA an organisation that supports IFA’s working with solicitors and accountants.
Like ourselves, Blackstone Moregate are interested in building long term relationships with their clients, not selling products.
These services are backed by the knowledge, expertise and experience of some of the UK’s most highly qualified independent financial advisors.
Service areas include:
Inheritance Tax Planning
To learn more about their various services, please visit their website.
Initial consultation meetings with Blackstone Moregate are free - then, if you decide to use them as your IFA, they will agree their fees with you.
If you would like to organise an initial meeting with a representative of Blackstone Moregate please speak to your MBA contact who will be happy to make an introduction.