Building long-term relationships, securing your financial future
At Alistair Black Wealth Management, we are dedicated to providing a personalised financial planning service to help our clients achieve their financial aspirations. With over 30 years of experience in the financial services industry, we have the expertise to assist you in building, growing, protecting, and preserving your wealth. Our clients' interests are at the heart of everything we do, and we strive to build long-term relationships based on trust and mutual respect.
Our Services
We offer a wide range of services, including investment planning, retirement planning, inheritance tax planning, and protection planning. Our goal is to help you navigate the complexities of wealth management and make informed decisions that align with your financial goals.
*Investment Planning:* Our investment planning service is tailored to your individual needs and risk tolerance. We utilise a range of investment solutions, including mutual funds, individual stocks, and bonds, to create a diverse portfolio that aims to maximise returns while minimising risk.
*Retirement Planning:* We understand that retirement planning can be challenging, with many factors to consider, such as pension plans, social security benefits, and personal savings. We work with you to develop a comprehensive retirement plan that takes into account all of these factors and provides you with the financial security you need to enjoy your retirement years.
*Inheritance Tax Planning:* We can help you minimise your inheritance tax liability and ensure that your wealth is passed on to your loved ones in the most tax-efficient manner. We utilise a variety of strategies, including trusts and gifting, to help you achieve your goals.
*Protection Planning:* We believe that protection planning is an essential part of any financial plan. We offer a range of insurance solutions, including life insurance, disability insurance, and long-term care insurance, to help you protect your family and your assets from unforeseen events.
About Us
At Alistair Black Wealth Management, we pride ourselves on our commitment to our clients. We understand that every client is unique, and we take the time to get to know you and your financial goals. We believe that this personalised approach is the key to building long-term relationships based on trust and mutual respect.
Our team of experienced financial advisors is dedicated to providing high-quality advice on all aspects of wealth management. We hold ourselves to the highest ethical standards and are committed to continuing professional development to ensure that we stay up-to-date with the latest industry trends and best practices.
Testimonials
"I have known Alistair for over 35 years, and in all that time, he has conducted business in a professional and trustworthy manner. I had no hesitation in trusting my financial future with Alistair when he became a Partner of St. James's Place, having dealt with various advisors from a range of companies. His expertise, coupled with his dedication to his clients, sets him apart from the rest." - Derek Pollock, Scotland
"Alistair has provided me with invaluable advice on my company and personal financial affairs for several years. His explanations are always clear and he takes the time to answer any questions I raise promptly and in a friendly manner. I have no hesitation in recommending Alistair to anyone looking for financial advice." - Private Client
Chartered Financial Planner Status
At Alistair Black Wealth Management, we are proud to hold the Chartered Financial Planner status, which is the profession's gold standard for financial planners. This designation confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree and has made a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
The reviews for Alistair Blacks are overwhelmingly positive, with many customers praising the excellent service and wide range of products. Several reviewers mention the helpful and knowledgeable staff, particularly Holly, who went above and beyond to assist them. The quality of the products is also highly praised, with many mentioning how they look brand new again after services like rhodium dipping. Some reviewers also appreciated the efficiency and reasonable prices for services. Only one review mentions poor service, citing a difficulty in getting a simple battery replacement done.
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