I established Bluerock to allow myself the freedom to offer my clients the levels of advice and service, I fee that they deserve. As an Appointed Representative for Blackstone Financial Management Ltd, a long established IFA practice based in Cheshire, I offer independent, holistic wealth management solutions across all areas of financial planning. Individual portfolio construction, tax mitigation, retirement planning solutions, estate planning, protection and mortgage advice.Our tax planning and mitigation services are growing in popularity amongst clients, as they provide an alternative way of generating returns and a greater level of diversification to portfolios.I have my clients interests at the heart of everything I do and aim to limit the number I advise to ensure I can provide them with the levels of service they have come to expect. Each client receives an individual service, tailored to their own particular circumstances and has the comfort of knowing that their trusted adviser will not be changed at the whim of a large organisation. They can also rely on direct access to myself to answer any query, no matter how small.

Providing wealth management solutions to HNW individuals and managing a multi-million pound backbook of existing discretionary portfolio investments and structured investment plans.Build and sustain mutually beneficial working relationships with key stakeholders and external contacts, both existing and new.

Corporate financial planning - key man, shareholder protection, retirement planning, tax mitigation, corporate investment SIPP/SSAS

All areas of personal financial advice - Investment, retirement, protection, mortgage broking on a fully independent basis

Provider of financial advice to individuals and small/medium sized companies on all areas - protection/investments/pensions/tax planning

Key Achievements:Sales targets achievedDeveloped and implemented new prospecting initiativesResponsibilities:Provided advice on pensions, investments, protection and mortgagesGeneration of own appointmentsReason for leaving: Career progression, increased income

Provision of mortgage advice to personal clients and relationship management of external introducer contacts