Safeguard your financial future with our expert advice
Welcome to Blackdown Financial, an independent financial advisory firm with roots dating back to the 1970s. Our heritage is in a family-owned business based in the picturesque Blackdown hills, and our mission is to help our clients achieve financial independence. We believe in empowering our clients to enjoy life, pursue their goals and dreams, and rest easy knowing they have a trusted partner to rely on. Our commitment to independence is not just a word; it is a state of mind that guides our approach to financial advice.
At Blackdown Financial, we pride ourselves on being Independent Financial Advisers dedicated to providing unbiased, unconflicted, and uncompromised financial advice. Our goal is to sit on the same side of the table as our clients and survey the entire market to find the most appropriate solutions. We believe in considering existing financial products and recommending whether they should be kept or replaced. Our open-mindedness to new developments and innovations sets us apart from the competition.
Our team of experienced and knowledgeable financial advisers is committed to providing comprehensive lifestyle planning, sustainable investment focus, independent and impartial advice, transparent fees, access to funds without penalties, and dedicated local support. Our team has over 70 years of combined industry experience, and we are proud of our established business with deep roots in the community.
Our Services
At Blackdown Financial, we offer a range of services designed to help our clients achieve their financial goals. Our services include:
Financial Planning Overview
Financial planning is vital to achieving financial independence. Our financial planning services include cash flow analysis, retirement planning, estate planning, and tax planning. We work closely with our clients to understand their goals, values, and risk tolerance to create a customised financial plan that aligns with their objectives.
Investment Philosophy
Our investment philosophy is built on a solid foundation of academic research and Nobel Prize-winning theories. We believe in long-term, passive investing using low-cost index funds and exchange-traded funds (ETFs). Our investment strategy is designed to reduce risk, minimise costs, and maximise returns.
Pensions
Pensions are complex financial products that require careful consideration and planning. Our pension services include pension reviews, retirement planning, and pension transfers. We work closely with our clients to understand their retirement goals and develop a pension strategy that aligns with their objectives.
Investments
Investing is a crucial component of any financial plan. Our investment services include investment research, portfolio construction, and investment management. We work closely with our clients to understand their investment goals, risk tolerance, and time horizon to create a customised investment strategy that aligns with their objectives.
Protecting You & Your Home
Protecting our clients and their families is a critical component of our financial planning services. Our protection services include life insurance, critical illness insurance, income protection, and home insurance. We work closely with our clients to understand their protection needs and develop a strategy that aligns with their objectives.
Sustainable Investment
At Blackdown Financial, we recognise the importance of sustainable investing. We offer sustainable investment opportunities that align with our clients' values and beliefs. Our sustainable investment services include research, analysis, and portfolio construction using sustainable investment options.
Independent Mortgage Advice
Mortgages are complex financial products that require careful consideration and planning. Our mortgage services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their mortgage needs and develop a strategy that aligns with their objectives.
First Time Buyers
Buying a home for the first time can be a daunting experience. Our first-time buyer services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their mortgage needs and develop a strategy that aligns with their objectives.
Moving Home
Moving home can be a stressful experience. Our moving home services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their mortgage needs and develop a strategy that aligns with their objectives.
Remortgages
Remortgaging can be a great way to save money or release equity. Our remortgage services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their remortgage needs and develop a strategy that aligns with their objectives.
Buy-To-Let
Investing in buy-to-let properties can be a great way to generate income and build wealth. Our buy-to-let services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their buy-to-let mortgage needs and develop a strategy that aligns with their objectives.
Equity Release
Equity release can be a great way to generate income or release equity in your home. Our equity release services include mortgage research, analysis, and recommendation. We work closely with our clients to understand their equity release needs and develop a strategy that aligns with their objectives.
In conclusion, Blackdown Financial is a leading independent financial advisory firm committed to providing unbiased, unconflicted, and uncompromised financial advice. Our team of experienced and knowledgeable financial advisers is dedicated to providing comprehensive lifestyle planning, sustainable investment focus, independent and impartial advice, transparent fees, access to funds without penalties, and dedicated local support. We offer a range of services designed to help our clients achieve their financial goals, including financial planning, investment, pension, protection, and mortgage services. If you're looking for a trusted partner to help you achieve financial independence, look no further than Blackdown Financial.
Overall Experience
The reviews highlight an exceptional experience with Blackdown Financial, with all reviewers awarding 5-star ratings. The common theme across the reviews is the exceptional service provided by individual advisors, including David Blair, Emma Hamilton, Simon Cutler, and Neil.
Advisor Performance
The reviewers praise the advisors for their professionalism, responsiveness, and ability to provide tailored advice. Emma Hamilton is particularly commended for her responsiveness and ability to secure a better mortgage deal. David Blair is praised for his support throughout the mortgage process, even when difficulties arose. Simon Cutler is complimented on his knowledge, professionalism, and ability to explain options clearly.
Communication and Support
The reviewers highlight the excellent communication and support provided by the advisors. They were always available to answer queries, provide guidance, and offer reassurance throughout the process.
Recommendations
All reviewers would highly recommend Blackdown Financial and their individual advisors to anyone seeking financial services. They express their appreciation for the hard work and support received, stating that they would definitely use the company again.
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