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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


We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

  Document Name   Description

  Financial Questionnaire   

  Your financial details

  Terms of Business   

  Outlines our responsibilities and your   clients

  Letter of authority/ Change of agency

  Letter of authority / Change of agency

  Budget Planner

  Monthly income & expenditure

Initial Disclosure Document   The advice service we offer and the range   of products we offer advice on

 

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

 
 

Copyright 2005,
  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
Email: hello@bluestoneam.com

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.