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WE KEEP YOUR FINANCIAL PLANNING SIMPLE EVERY STEP OF THE WAY

No matter what stage of life you're at, we can help create a fully-personalised financial plan that targets your goals.

BlackBear Paw Prints

FINANCIAL PLANNING

Our experts can help you identify and target your financial goals with easy to understand cash flow forecasting.

ESTATE PLANNING

We can help you manage inheritance tax with comprehensive estate planning.

INVESTMENT PLANNING

By getting to know you, we build your investment portfolio to suit your goals, circumstances, and preferences.

TAX PLANNING

We can review your income, pensions, and investments to make sure they're tax-efficient.

RETIREMENT PLANNING

Our team can assess your retirement options and identify the income you can enjoy when you retire.

FINANCIAL PROTECTION

No matter your personal situation, we can find suitable insurance for you and your family.

WE SPECIALISE IN SIX CORE AREAS OF FINANCIAL ADVICE

FINANCIAL PLANNING DOESN'T
HAVE TO BE COMPLICATED

STILL HAVE QUESTIONS?

WHAT IS FINANCIAL PLANNING?

We get to know you, your financial goals, and help you prioritise them. When we build and recommend a plan for you, we use cash flow modelling to show you a range of possible outcomes to help you plan for the future. Whether you're saving for a property, planning for your children's university fees, or taking income in retirement: we can help.

WE'RE COMMITTED TO DELIVERING A
VALUES-BASED SERVICE

Every action we take towards building your plan is in line with our core values

WHAT WE DON'T DO

BlackBear Paw Prints

WE'RE AN INDEPENDENT FINANCIAL ADVICE FIRM SPECIALISING IN INVESTMENT, PENSION, AND RETIREMENT PLANNING.

​While we provide independent financial advice, there are certain services commonly associated with financial institutions that we have chosen not to offer.

  • We don’t hold client money: We are not a bank and never directly hold or manage your money. Our role is to act as a trusted intermediary, offering guidance through the financial landscape.

  • We don’t offer loans or credit: As a financial advice firm, we do not provide loans, credit facilities, or debt consolidation services. We also do not specialise in debt management or related advice.

  • Specialised services outside our scope: We do not handle defined benefit pension transfers or offer long-term care insurance. These areas require specific expertise, and we focus on providing the services where we can deliver the most value.

By being clear about what we don’t do, we ensure our clients receive the right advice and services tailored to their needs.

 

Copyright © BlackBear Financial Group Ltd 2025

BlackBear Financial Group Ltd (10890457) is a company registered in England and Wales, our registered office address is 4 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY.

We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 788252. The FCA does not regulate tax planning and trusts.

The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.

Click here to read how we handle your data, our privacy policy, complaints policy and how we are regulated.

 

Contact

       hello@blackbearfg.co.uk

       0151 317 6800

Address:
4 Rossmore Business Village
Inward Way
Ellesmere Port
Cheshire
CH65 3EY

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