The advice of Blackden Financial to businesses and individuals alike, is truly independent. Our aim is simple: to take care of and manage client money as if it were our own. We work on the principle that no single Investment House or Insurance Company is or could be an expert in every area. The statistics bear out this approach, so when it comes to portfolio management and construction, not only are we able to spread the risk of your portfolio geographically and across the asset classes but we also believe in diversifying your exposure across fund management groups.

The core of our operation is based upon the provision of a structured and financial planning and wealth management advice, provided on an individual, tailor - made basis to private clients. Specialist advice can be provided to clients on a number of issues. Our services are more varied, more flexible and far more personal than those available from banks, insurance companies and other institutions, and are based on the highest professional standards.

FINANCIAL PLANNING

Everyone, at every stage of his or her life, can benefit from financial planning. And yet everyone’s financial situation is different. Your needs and aspirations as well as your income and outgoings, are yours and yours alone. This makes it vital that the advice you receive is tailored to your individual circumstances. Our financial planning service is simple and straightforward, and consists of five steps:

OUR APPROACH IN FIVE STEPS

• Arrange an initial no charge/no obligation meeting with a Blackden Financial consultant – this allows us to explain our service, to learn about your financial circumstances, goals and objectives and to determine if we can help you.

• If appropriate arrange a further meeting to gather information in order to accurately assess your financial position.

• Having gathered information as to your present financial situation, and developed a clear idea of your aims, priorities and objectives the next stage is to prepare a written personal financial report for you, using our leading-edge technology to research the market. We send this to you before the next meeting to give you time to consider our proposals in detail.

• We then hold a further meeting, to discuss the recommendations in the report and answer any questions that you may have and establish how you wish to proceed. After agreeing our recommendations with you, we will put our solution into action.

• We then undertake regular reviews to monitor your situation and make adjustments to reflect any changes that may occur either personally or as the result of global economic trends.