Retirement Planning

Building capital towards retirement can be done using a variety of investments including personal pensions, employer defined benefit schemes,…

Investment Planning

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t…

Life Assurance & Critical Illness

Life Assurance may appear to be a straight-forward purchase for many people but it should be remembered that even…

Taking advice should always be considered to be a long term commitment on behalf of both the client and the advisor. The world is constantly changing, and so we believe that investors need ongoing advice to ensure their investments remain tailored to their needs. It is highly unlikely that a financial plan can be put in place without requiring to be reviewed in some way in the future.

 

We provide advice in the following areas:
investment planning including ISA investments | personal pensions | at retirement pension planning | IHT and estate planning | life assurance including critical illness cover – including the appropriate use of trusts | income protection for long term sickness
 
Initial consultations are at our expense – we do not make a charge for an initial meeting.

 

BlackBear Financial Group is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 788252 http://www.fca.org.uk/register.

BlackBear Financial Group Registered Address: Bridgewater House, North Road, Ellesmere Port, Cheshire CH65 1AF. Registered in England & Wales, No. 10890457.

Neither BlackBear Financial Group nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings products, taxation and trust advice, will writing, offshore investments and school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: http://financial-ombudsman.org.uk.

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