8 hours ago6 min read
top of page
WE'RE BLACKBEAR FINANCIAL GROUP
We provide completely Independent Financial Advice to clients on The Wirral, in Merseyside, and Cheshire.
We focus on your unique needs, providing unbiased recommendations that align with your financial goals. Whether you're planning for retirement, investing for the future, or protecting your family; our dedicated team is here to guide you every step of the way.
WHAT WE DO
What life insurance do I need for a mortgage?
Our expert team of advisers can help you protect your family with unbiased, whole of market insurance advice.
Where can I get advice on Inheritance Tax?
Nobody likes a nasty surprise! So our team of advisers can help with estate planning to manage inheritance tax.
How much income can I get when I retire?
Planning for retirement can be scary, so we use cash flow modelling to forecast your retirement options.
Can I pay less tax on my investments?
The tax environment is constantly changing. Our team are always looking ahead to help you stay tax-efficient.
How do I start investing for retirement?
If you aren't sure your pensions are working for you, our team can review your situation and help you achieve your goals.
Do I even need a financial adviser?
If you aren't sure if you need, our no cost, no obligation initial meetings can help you get started.
STAY AHEAD WITH THE LATEST PERSONAL FINANCE NEWS AND UPDATES
Our blog is your go-to resource for insights on what's actually happening in the real world - and most importantly, how it affects you.
Our goal is to dilute the jargon, distill the noise, and keep you up-to-date with the current affairs that affect your finances in a way that actually makes sense.
Get started with our latest posts below.
DISCOVER OUR INVESTMENT PROCESS
INVESTING IS AT
THE HEART OF
WHAT WE DO
We know investing can feel overwhelming. That's why we've created our Investment Brochure to demystify the process. Discover our investment ethos, how we approach risk and the different investment opportunities available to you.
SIGN-UP TO OUR NEWSLETTER TO ACCESS OUR INVESTMENT BROCHURE
You'll receive regular market commentary from the BlackBear team.
We promise to never sell your data or directly contact you to sell our services.
Capital at risk. The value of investments can fall as well as rise and you may not get back the amount originally invested.
Testimonials
WHAT DO OUR CLIENTS SAY?
"Andrew is very knowledgeable, I like his friendly but professional approach and he always responds to questions in a timely manner."
Karen H
Heswall, Wirral
CONTACT US
GET IN TOUCH
Complete the form below and a member of our team will be in touch soon.
Alternatively, you can email us on hello@blackbearfg.co.uk or phone the team on 0151 317 6800
We provide independent financial advice but do not hold client money, offer loans or credit, provide specialist debt advice debt, handle defined benefit pension transfers, or offer long-term care insurance. By focusing on our expertise, we ensure clients receive tailored advice and the highest standards of service.
RISK WARNINGS
The value of investments can fall as well as rise and you may not get back the amount originally invested.
The Financial Conduct Authority does not regulate tax planning and trusts.
bottom of page