Financial Wellness Starts With The Right Partner
YOUR FINANCIAL
WELLNESS PARTNER
We pride ourselves on the long-term relationships we build with our customers.
A financial advisor is your long term partner for financial decisions and life planning, and we have helped people from a range of backgrounds improve their financial situations and achieve their financial goals.
Why Our Clients Choose Us
We diagnose before we prescribe
We get to know each client - ’We diagnose before we prescribe’. Our team spends time listening and getting to know each client’s needs and desires. We then design a plan with bespoke solutions that help them reach their goals and objectives. This approach sets us apart from many firms that simply act as product pushers.
We Work For Your Trust
We believe that people choose to work with others based on how much they like and trust them. It’s not just the words we use, it’s what they see us do that earns their trust.
At Blackhall Financial Services, each touch point within our business earns us the trust of our clients and we work hard to ensure that their trust is never eroded.
Our Fee Structure
We align our fee structure in our clients best interest, preventing our advisors from being motivated by anything other than what is best for our clients.
We Keep It Simple
We help our clients to make sense of the numbers, by converting complicated concepts into jargon-free, plain language.
We are qualified and experienced
Our clients know that they are dealing with competent, qualified wealth managers, as each member of our advice team have obtained, or are in the process of attaining, their CFP qualification. This is one of the highest qualifications one can achieve in financial planning. It gives our clients peace of mind that the financial advice we provide is both technically accurate and given with absolute integrity.
We Take Care Of It
We provide you with a comprehensive solution, after a needs analysis we develop a personalised wealth plan and partner with you to make it happen. This includes investments, tax, risk and estate planning. We partner with each client on their individual journey, educating them about their finances and we educate ourselves about their unique requirements and lifestyles
WHAT OUR CUSTOMERS HAVE TO SAY
Blackhall Financial Services have just saved my family a considerable amount of money and released a substantial cash lump sum at the same time. I asked the firm to review existing life insurance policies for myself and my husband to see if a reduction in our premium was possible. We now have adequeate if not better life insurance cover Not only are we paying a considerably lower monthly premium, but there was a cash build up in the policy, of which we had been unaware and which we were delighted to be able to access. The whole process took only a matter of days. The staff at Blackhall Financial Services are exceptionally knowledgeable whom I most heartily recommend`
Anon
I have absolute trust in the Directors & staff of Blackhall Financial Services I perceive that there is much knowledge & experience in the team and to date, I have never been let down or given bad advice. I feel that I can ask for advice to help me make a decision and when a decision has been made the team will either execute it fully or support me in my efforts to execute it. The personal relationship I have with team in Blackhall Financial Services is paramount to me. There is a lot of respect in our business dealings which has created good friendships and both of these make me feel that your firm will always offer me the right advice to ensure that I benefit, even though Blackhall might not benefit directly
