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  About Money Management

In association with the Life Academy, educational charity We are able to address the need for better financial education using the following interactive modules.
Learn more
Contact us to arrange a Free initial meeting on 0845 127 9970

Why use an IFA?

As an Independent Financial Adviser (IFA) we are bound to the Financial Services Authority rules, which oblige us to provide advice most suited to your personal requirements and your risk outlook. When financial products are recommended we must take into account the benefits provided, charges, flexibility, service and financial strength. We are authorised and regulated by the Financial Services Authority and are obliged to offer what is termed 'suitable advice'. This means that we have to gain a full understanding of your circumstances and requirements before helping to choose any financial products (we will record your information so you can double-check that we really have understood your requirements).

Why Fee-Based?

When we started our firm, we decided that being Fee-Based was the most objective method of delivering financial advice to our clients. 

A Fee-Based adviser focuses on your goals and not the need to sell a product

The financial interests of the advisor and client are aligned.  As your portfolio increases in value, so does the compensation of the Fee-Based adviser.  If it decreases', so does the compensation for the Fee-Based adviser.

Trust is more easily established when the relationship is open and free from conflict of interest.

What is Financial Planning?

Put simply financial planning is the difference between creating your own financial future and just allowing it to happen. A plan is the best way to make sure your finances meet your immediate and future needs.

Always keep in mind that tax-effective investments combined with security and strong performance can increase your wealth dramatically over time.

When is the best time to start your own financial plan?

Now! Even if you think you already have an effective investment strategy in place, let us review it. Why? Because we at Bluestone Asset Management Ltd are uniquely qualified to give truly tax-effective wealth building advice.  We aim to offer our clients the best advice.

Are your financial goals achievable?

Whether you have short-term goals like a home deposit, saving for your children's education or long-term goals such as retirement, it pays to have a plan that takes advantage of the latest financial trends. Bluestone Asset Management Ltd have an extensive range of sophisticated strategies to help you do achieve your goals.

Everyone has financial goals of some kind. Achieving them is a different matter. That's where financial planning can help. You need a personalised strategy so you don't miss out.

Ask a question........

To arrange an initial consultation or if you wish to speak to a consultant please call
0845 127 9970



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  Bluestone Asset Management Ltd..
All Rights Reserved.

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Bluestone Asset Management Limited

20 Sherbourne Place, The Chase, Stanmore, Middlesex HA7 3UH  |  Tel : 0845 127 9970  |  Fax: 0845 280 2150

Bluestone Asset Management Ltd is registered in England & Wales under company registration No:5012337

Bluestone Asset Management Ltd (FSA No 232198) are Independent Investment and Financial Advisers authorised and regulated by the Financial Services Authority (FSA). We provide advice on and arrange products from the whole financial market, including investments, pensions, mortgages, and life and protection insurance business.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Written quotations available upon request. We may charge a Broker fee of £250 to 1% in addition to the Lenders Procuration Fee. A deposit or life cover may be required.

The information contained within this site is subject to the UK regulation regime and is therefore for the use of U.K residents. This website does not constitute a solicitation to anyone in any jurisdiction in which such solicitation is not authorised, nor to any person to whom is it unlawful to make such a solicitation.