We help individuals and families plan for the future
No two people have the same goals, worries, or situations - and that’s why we don’t believe in one-size-fits-all advice.
Whether you’re a young professional, preparing for retirement, protecting your family, or planning your legacy, we’re here to help you make confident decisions at every stage of life.
Our role is to bring clarity where there’s complexity, reduce stress where there’s uncertainty, and help you move forward with a plan that reflects your values and ambitions. We take the time to understand what matters most to you - then build a plan that supports it.
From investments and pensions to protection and inheritance planning, we offer independent, advice designed to help you feel more in control or the future.
Important Note
Investments can go down as well as up, and you may get back less than you invest. This content is for general information only and does not constitute personal financial advice.
Your Financial Planning Journey
We know that getting financial advice for the first time can feel intimidating, and you might not know what to expect. We keep your financial planning journey simple with a 4-step-process.
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Meet
Pop in to the office for a no cost, no obligation initial consultation with one of our Independent Financial Advisers. We'll get to know you, your situation, and we'll work out if we're able to help you.
Plan
If we can help you - we'll start formulating your financial plan. We'll review your strengths, weaknesses, opportunities and threats before making any recommendations.
Present
Once we have fleshed out your financial plan, we'll meet again to discuss our recommendation in depth. We'll tell you exactly what we're recommending, why we're recommending it, and what our fees are.
Implement
Once you're happy - and only when you're happy - we'll start implementing your plan. Once your plan is implemented you'll be receiving BlackBear's ongoing service.