Business Details
Your Trusted Partner for Financial Planning Solutions
Alistair Black Wealth Management has been dedicated to delivering tailored financial planning solutions since our inception. With over three decades of experience in the financial services sector, we specialise in helping clients navigate wealth creation, preservation, and management through strategic investment planning, retirement strategies, and protection frameworks. Our approach prioritises long-term client relationships built on trust, transparency, and a deep understanding of individual financial goals. We work closely with private clients, business owners, and professionals to develop customised plans addressing both immediate needs and future aspirations.Our expertise extends to corporate financial services, intergenerational wealth transfer, and specialist banking solutions, ensuring comprehensive support across diverse financial landscapes. As a Chartered Financial Planner, we uphold rigorous professional standards, combining industry-recognised qualifications with ongoing ethical commitments to deliver reliable, client-centric advice. Our team's extensive background in financial services, including prior experience with leading wealth management firms, enables us to provide nuanced insights and practical solutions tailored to each client's unique circumstances.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Highlights and features
- We offer over 30 years of experience in financial services with St. James's Place and competing firms
- Our team holds Chartered Financial Planner status, the industry's highest professional standard
- We provide transparent, ethical advice aligned with individual client circumstances
- Our bespoke approach addresses both personal and corporate financial planning requirements
- We maintain strong partnerships with leading wealth management institutions
Associations and certifications
- Chartered Financial Planner
What people say
Professional and trustworthy manner
Excellent feedback from clients
Clear explanations and prompt responses
Strong industry knowledge
Integrity and professional advice
Services
Investment Management
Our investment management service creates tailored portfolios aligned with individual risk profiles and financial goals. We combine market expertise with ongoing portfolio reviews to optimise returns while maintaining appropriate risk levels. Clients benefit from access to St. James's Place's comprehensive investment solutions and research resources.
Retirement Planning
We develop comprehensive retirement plans considering current assets, desired lifestyle, and tax efficiency. Our approach integrates pension consolidation, income projections, and tax-efficient withdrawal strategies to ensure financial security throughout retirement years.
Protection Planning
Our protection planning assesses insurance needs to safeguard against financial risks. We recommend appropriate life cover, critical illness, and income protection policies tailored to personal circumstances and family requirements.
Corporate Services
We provide specialist financial solutions for business owners including succession planning, company pension schemes, and tax-efficient remuneration strategies. Our services help business leaders manage both corporate and personal financial objectives cohesively.
Mortgages
Our mortgage advisory service covers residential and buy-to-let financing options. We help clients navigate mortgage products, remortgaging opportunities, and property investment strategies while considering overall financial planning objectives.
People
Alistair Black
Wealth Manager
With over 30 years' experience in financial services, Alistair specialises in providing bespoke wealth management solutions. His expertise spans investment strategy, retirement planning, and intergenerational wealth transfer, serving private clients and business owners.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, protection strategies, corporate financial services, and mortgage advice tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
How do you approach client relationships?
We focus on building long-term relationships through transparent communication, ethical advice, and regular reviews to adapt to changing financial circumstances.
What areas do you cover?
We serve clients across the United Kingdom, with particular experience working with clients in Scotland and London.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with industry-recognised qualifications equivalent to bachelor's degree level standards.
How are your services priced?
We provide transparent fee structures discussed upfront, with charges based on the complexity and scope of financial planning requirements.
Reviews (3)
Matthew Barrett
Jul 13, 2021
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Got my daughters ears pierced here after being let down elsewhere. The lady was brilliant, so friendly and helpful and my daughter absolutely loved it and is still talking about how lovely the lady was 2 days on. The earrings were also very reasonable. Thank you
Neil Gulliver
Nov 05, 2020
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High quality service from knowledgeable staff. whether you require bespoke or pre used you are guaranteed advice from the helpful staff.
Lisa Lawry
Jun 08, 2019
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Fantastic jewellers, brilliant customer care and service. Will always go that extra mile to help you purchase that special gift. Years of experience, which really shines through.
