Blackfriars Wealth Management

Business Details

12 Years

experience

Your Trusted Financial Partner in Gloucester

Founded in 2014, Blackfriars Wealth Management has established itself as a trusted provider of independent financial advice. Our team combines extensive industry experience with a commitment to placing clients' best interests at the core of every decision. We specialise in delivering tailored solutions across retirement planning, family protection, investment strategies, and corporate financial services. Our advisers hold advanced qualifications including the Level 4 Diploma in Financial Planning, ensuring technical excellence in all recommendations. We prioritise clear communication, eliminating financial jargon to make complex concepts accessible. Through regular portfolio reviews and ongoing relationship management, we help clients navigate evolving financial landscapes.

Our regulatory compliance with the Financial Conduct Authority demonstrates our dedication to professional standards. With a focus on long-term partnerships, we provide continuity and stability in financial planning. Our local expertise in Gloucester and surrounding areas enables us to address specific regional financial considerations. We maintain transparency in all dealings, ensuring clients understand costs and risks associated with financial products. Our approach combines technical expertise with personal service to deliver sustainable financial outcomes.

Services

Retirement Planning Family Protection Investment Management Inheritance Tax Planning Group Pension Schemes Keyman Insurance

Details

Year established: 2014

Highlights and features

We provide independent, impartial financial advice tailored to individual needs
Our advisers hold advanced qualifications including Level 4 Diploma in Financial Planning
We maintain FCA regulation for professional compliance and client protection
We offer comprehensive financial solutions covering personal and corporate needs
We focus on long-term client relationships with regular portfolio reviews

Associations and certifications

Financial Conduct Authority (FCA)

What people say

Personalized advice Clear communication Professional expertise Comprehensive solutions Long-term support

Website

Update Listing

Services

Retirement Planning

We help clients prepare for retirement through comprehensive planning that considers changing pension legislation. Our approach evaluates contribution levels, investment choices, risk profiles, and charging structures. Regular reviews ensure clients stay on track to achieve their desired retirement income while adapting to evolving regulations and personal circumstances.

Family Protection

Our family protection services provide financial security through life assurance and income protection policies. We help clients ensure their families can maintain their lifestyle in case of death or illness. We offer tailored solutions considering mortgage protection, childcare needs, and income replacement for self-employed individuals.

Investment Management

We provide investment management covering accumulation, management, and decumulation phases. Our services evaluate portfolio diversification, tax efficiency, and risk profiling. We help clients understand investment charges and ensure their investments align with their financial goals while explaining associated risks.

Inheritance Tax Planning

Our IHT planning services help clients minimize tax liabilities on their estates. We advise on tax-free allowances, property transfers, and strategies to protect assets for beneficiaries. We help clients navigate complex inheritance tax rules and implement solutions to prevent financial hardship for their families.

Group Pension Schemes

We assist businesses with auto-enrolment pension schemes and employee benefits. Our services ensure compliance with The Pensions Act 2008 and help employers meet legal obligations. We provide administration support for workplace pensions and help businesses implement appropriate retirement savings schemes.

People

Mark Williamson

Director & Independent Financial Adviser

Mark founded Blackfriars Wealth Management in 2014 after 16 years in financial services. He holds Level 4 Diploma in Financial Planning and specialises in tailored financial solutions. He focuses on building long-term client relationships through clear communication and jargon-free advice.

Louise Williamson

Office Manager

Louise joined in 2021 with a Bachelors Degree in accounting. She manages office operations and client events, bringing financial expertise to support the firm's administrative needs. She ensures smooth day-to-day running of the business.

Questions

What financial services do you offer?

We offer retirement planning, family protection, investment management, inheritance tax planning, and corporate financial services including group pensions and keyman insurance.

How are you different from other financial advisers?

We combine FCA regulation with independent advice, tailored solutions, and a commitment to clear communication without financial jargon. Our focus on long-term client relationships ensures continuity in financial planning.

Are you regulated by any official body?

Yes, we are an Appointed Representative of Vision Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 487395.

Do you work with both individuals and businesses?

Yes, we provide services to both individuals for personal financial planning and businesses for corporate financial solutions including pension schemes and employee benefits.

Reviews (6)

Write a Review

Sara Bennett

Oct 25, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Mark was really helpful and able to answer my questions easily. I would recommend his services.

Louise Sarsby

Oct 12, 2021 Report

Mark was extremely professional and polite from the moment we first met. He was able to provide me with the building blocks I needed to start seriously considering investments and the options available to me. Mark provided me with some extremely useful advice for what I can be doing right now and what I can look to do in the near future. I have already started putting this advice into action which Im very appreciative of.

Anne Lewis

Sep 22, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Mark came to see us, very helpful well informed and very professional. Would definitely recommend. Thankyou.

Andy Harden

Sep 21, 2021 Report

Positive:Professionalism,Value
Our experience has been really good. Very professional and competent. Will continue using into the future without a doubt. Mark is friendly, helpful and a pleasure to have advice from. Would recommend without any shadow of a doubt.

Ian Spencer

Mar 01, 2021 Report

Having first met Mark through a personal introduction, it was clear from day one he was an exceptional professional but was a friendly person was approachable and no nonsense. We had a couple of face to face meetings and he then came up with a recommendation plan, of what we needed to do and what we could do. Mark made things easy, simple and put things into logical terms, which we needed, and as of the time of writing and a few years down the line, we could not be more happy with what he has done (and achieved) and look forward to many more years with him.

Stephanie Smith

Feb 25, 2021 Report

Mark was rapid in response to my initial enquiry and visited me at home to discuss things. He was very generous with his time and expertise. At no time did I feel under any pressure from him to purchase a product. He was clear in his explanations, friendly but professional, and a good listener. He subsequently followed through with a balanced portfolio based on my needs and preferences. It is too early to comment on how that is performing, but I believe that Mark has done his best for me and will keep me informed regularly on progress, as we agreed. I have no hesitation in recommending Mark.