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Financial advice shouldn’t feel corporate. It should feel personal, clear, and built around you.

We built BlackBear around principles that reflect how we’d want to be treated. Here’s what that means for you.

Advice should be
accessible and affordable

 

Good financial advice shouldn’t be reserved for the wealthy. By staying local and independent, we keep things personal. No unnecessary barriers. Just advice when you need it.

We value
relationships

 

You can’t build a relationship with a call centre or a corporation. With us, you’ll work with an adviser who gets to know you and stays with you.​

Long-term thinking always beats  short-term noise

 

We don’t try to time the market. Instead, we help you build a plan that can stand the test of time, no matter what the headlines say.

You’re not just a
portfolio size

 

We don’t prioritise clients based on how much money they have. What matters is building a long-term relationship and adapting the service to suit your needs - whether you’re just starting out or planning your retirement.

Low-cost investing
matters

 

We focus on driving down ongoing costs so you keep more of your returns. That’s how we deliver value - without overcomplicating things.

We help you
stay the course

 

Markets wobble, but that’s when advice really adds value. We’ll be there to guide you through uncertainty, helping you avoid emotional decisions that could derail your plan.

We focus on
true diversification

 

We diversify across investment strategies, not just asset classes and regions - so you’re not relying on just one way of doing things. We also explain the rationale behind every choice.

Stick to
what works

 

We focus on the fundamentals, not passing fads. Every recommendation starts from first principles and is tailored to your goals.

Risk means more than
just volatility

 

We consider inflation risk, tax risk, legislation risk and more - not just market ups and downs. We’ll help you understand the trade-offs and find a strategy that balances what really matters to you.

Looking for Independent Financial Advice?

Book a no-fee no-obligation initial meeting with one of our Financial Advisers by clicking the button below.

 

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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