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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.
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Contact us to arrange a Free initial meeting on 0845 127 9970

You're at a time in your life where financially you're comfortable, your mortgage is under control and you've started to think about having more time with your family.

You want to make sure that you can continue to enjoy the 'good life' in retirement, so you need to ensure that you have enough savings. We can help you realise and maximise the potential of your peak earning years to achieve the best increase in your wealth.

Growing your wealth may require you to consult with us to identify and develop the best strategy which suits your circumstances.

Wealth building options may include;

  paying off your mortgage early to save on repayment interest
  investing in a diversified investment portfolio

investing in Pensions, Self Invested Personal Pensions (SIPP's), which is the most tax effective investment strategy for retirement savings

Tax saving strategies - This is the foundation on which your whole statement of advice is built. By making the best use of legal tax structures and tax advantaged products, you not only save tax, you could build your wealth faster, protect your wealth for your family and streamline your estate planning.

This service maintains your financial fitness via:

  Annual updates to your financial plan

Close tracking of every detail of your personal financial situation, using advanced tracking software
  In-depth reports and task lists
  Taking you through the investment process (three meetings to teach you about investing)

Checking your asset allocation each quarter to ensure that it is within the limits established by your investment

Assistance with implementing the recommendations in your financial plan after the initial month
  Answers to all of your financial planning-related questions
  Important articles, research and commentary about personal finance via e-mail

The only new clients we are currently accepting are those who are interested in hiring us to provide ongoing financial planning services once their financial plan has been written.

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.