Business Details
Independent Financial Advisers in Cardiff
Blackstone Partners is a team of highly qualified Independent Financial Advisers dedicated to building lasting relationships with clients. We provide impartial, tailored financial planning solutions that address lifelong goals, from retirement and estate planning to investment management. Our approach prioritises client needs, combining technical expertise with a commitment to transparency and integrity.With a strong focus on education and client empowerment, we help individuals navigate complex financial decisions while ensuring their plans adapt to life's changing circumstances. Our growth through client referrals reflects our dedication to delivering consistent, trustworthy advice that secures both immediate and long-term financial futures.
Services
Retirement Planning
Estate Planning
Investment Management
Care Fee Planning
Business Protection
Highlights and features
- We have over a decade of experience in independent financial advisory services
- Our FCA-authorised status ensures regulatory compliance and client protection
- Personalised financial strategies tailored to individual life goals
- Proven track record of client satisfaction through transparent communication
- Comprehensive approach covering retirement, estate, and investment planning
Associations and certifications
- Financial Conduct Authority
What people say
Uncompromising integrity
Financially secure
Patient and sensitive
Excellent advice
Friendly and personal service
Services
Retirement Planning
We help clients optimise pension benefits and create sustainable income streams for retirement. Our approach considers tax efficiency, lifestyle goals, and market conditions to ensure financial security during retirement years. Clients receive comprehensive guidance on pension consolidation and income drawdown strategies.
Estate Planning
Our estate planning services ensure wealth is transferred according to client wishes while minimising tax liabilities. We coordinate will creation, trust structures, and inheritance tax planning to protect family assets and facilitate smooth succession processes for both personal and business holdings.
Investment Management
We develop diversified investment portfolios aligned with risk tolerance and financial objectives. Regular reviews and market analysis ensure optimal performance while maintaining clear communication about investment decisions and performance outcomes for individual clients.
Care Fee Planning
This service addresses funding requirements for residential or nursing care while preserving family assets. We assess local authority support options, care home costs, and financial instruments to create sustainable solutions for elderly care requirements.
Business Protection
We implement insurance and financial structures to safeguard businesses against key person risks, partnership changes, and succession challenges. Our solutions ensure business continuity during unexpected events while protecting owners' personal financial interests.
People
Gareth Chalk
Independent Financial Adviser
With over a decade of experience, Gareth provides expert financial guidance focusing on retirement and estate planning. His clients value his integrity and ability to explain complex financial matters clearly and concisely.
Gina Evans
Independent Financial Adviser
Gina specialises in helping clients achieve financial security through tailored investment strategies. She combines technical expertise with a compassionate approach to address clients' unique financial circumstances.
Simon Rowles
Independent Financial Adviser
Simon offers comprehensive financial planning solutions with particular expertise in pension consolidation and retirement income strategies. His approach focuses on long-term financial stability and client education.
Carl Whitelock
Independent Financial Adviser
Carl provides specialist advice on investment management and estate planning. He helps clients navigate complex financial decisions with clear explanations and practical solutions tailored to individual needs.
Joseph Martin
Trainee
Joseph supports the advisory team while completing his financial services training. He assists with client documentation and portfolio analysis under senior supervision.
Questions
What is financial planning actually about?
Financial planning involves creating tailored strategies to achieve life goals through proper management of financial resources, covering retirement, investments, estate planning, and risk protection.
How do you work with clients?
We follow a four-step process: discovery meetings to understand your situation, plan development, implementation assistance, and ongoing monitoring with regular reviews to adapt to changing circumstances.
Do you offer estate planning services?
Yes, we provide comprehensive estate planning including will creation, inheritance tax mitigation, and legacy management to ensure your assets are distributed according to your wishes.
Are you regulated by any authority?
We operate under the authorisation and regulation of the Financial Conduct Authority, ensuring compliance with strict professional standards and client protection requirements.
How are your fees structured?
Fees can be charged as fixed fees, percentages of investments, or provider-deducted amounts depending on your circumstances. We agree payment methods upfront and disclose all costs clearly.
How can I start working with you?
Contact us via phone or email to arrange an initial consultation. We'll discuss your financial situation and goals before beginning any formal planning process.
